SimplyBiz adds Pension Works to DB transfer panel

Outsourced referrals

Jenna Brown
clock • 1 min read

Pension Works has joined SimplyBiz’s outsourced defined benefit (DB) transfer panel.

The Knutsford-based specialist retirement advice firm joins Grove Pension Solutions, Pensionhelp, Pension Income Planning, P&B Wealth and Aviva Financial Advice on the Pension Transfer Bureau panel.  The bureau was set up as an outsourced referral option for advisers who are either unable to or have opted not to, operate in the DB transfer market but still want to fulfil the needs of their clients in this area.  SimplyBiz compliance director Gary Kershaw said: "It is absolutely vital that clients are given the most suitable advice for their individual circumstances. Most of the time, ...

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