The SimplyBiz Group strengthens pension transfer bureau

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:

“It’s great to welcome Broadgate to the bureau, and I’m sure it will prove to be a very worthwhile addition to the panel.  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.”

Caroline Singleton, Occupational Pension Specialist and Compliance Manager of Broadgate Financial Management, added:

“We are delighted to join The SimplyBiz Group’s pension transfer panel and look forward to working with its Member and Client Firms in the future. The defined benefit market is one in which we have a great deal of experience and expertise and I know our services could be really beneficial to advisers.”

Editors’ note:

The SimplyBiz Group provides compliance and business support services to over 2200 financial services firms and 6000 individual advisers nationwide.  The SimplyBiz Group includes SimplyBiz Services, Compliance First, SIFA, Verbatim Asset Management, Home Information Group, APS Legal, Zest Technology Limited, SimplyBiz Mortgages and the not-for-profit New Model Business Academy.


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