Posted on 25 Jul 2017
The SimplyBiz Group announces new DB partnership with Creative Wealth Management
The SimplyBiz Group has announced the launch of a new DB pension transfer bureau in partnership with Creative Wealth Management. The service, which is available immediately to all members of the Group, supports advisers who feel their clients would be better served by a pension transfer specialist.
Matt Timmins, CEO of The SimplyBiz Group, commented:
“There has been a real increase in demand from clients for transfer business since the implementation of pension freedom. We are committed to doing all we can to support advisers who want to help their clients with needs in this area.
“The Creative Wealth Management service is in addition to our existing solution with Selectapension. The Group wanted to ensure that it offered advisers a viable alternative and, as we have worked successfully with Creative previously when building our Workplace Solutions proposition, we are confident that it will provide a reliable and efficient service. “
Craig Harrison, Managing Director of Creative Wealth Management, added:
“We are delighted to have been chosen to provide our services to The SimplyBiz Group and we look forward to helping members with any enquiries they may have.“
The SimplyBiz Group provide compliance and business support services to over 2500 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, Staffcare, SimplyBiz Mortgages and the not-for-profit New Model Business Academy.
Laura Edwards, Head of PR and Communications, SimplyBiz Group– 01484 439105 or [email protected]
Cat Ommanney, Account Director, FWD – 0207623 2368 or [email protected]