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SimplyBiz Group adds to pension transfer bureau firms

24 June 2018

The SimplyBiz Group has announced the addition of a fifth partner to its defined benefit pension transfer referral panel.

Broadgate Financial Management joins Tuto, Grove Pension Solutions, Pensionhelp and Creative Wealth Management as part of the Group’s DB transfer bureau, which delivers options to advisers who are either unable to, or choose not to, operate in the defined benefits transfer market but still want to meet the needs of their clients.

Gary Kershaw, compliance director of The SimplyBiz Group, commented:“Like most of our DB partners, Broadgate itself is an advice firm and therefore understands perfectly the relationship of trust between client and adviser and the absolute importance of delivering the right advice for that individual, based on their specific circumstances.

“The SimplyBiz Group is built upon providing advisers with reliable and relevant services.  For as long as there is demand for support on DB pension transfers from the firms who use our services, we will continue to develop the bureau and provide them with options and choice.”


Professional Paraplanner