SimplyBiz has appointed PX Pension Exchange to its DB pension transfer referral bureau panel.
The pension transfer expert from London is the eleventh member to join SimplyBiz’s pension transfer panel, joining current panel members RSS, HUB Pension Consulting, Origen, Pension Works, P&B Wealth, Aviva Financial Advice, Grove Pension Solutions, Pension Income Planning, Pensionhelp, and Hoxton Capital Management.
The bureau provides an outsourcing option for advisors who wish to serve their clients’ needs in the defined benefits transfer market but are unable to or prefer not to operate in this market.
SimplyBiz adviser services director Marc Thompson says: “The DB pension transfer bureau is designed to offer advisers, and their clients, access to a broad, expert, and trusted, range of options. We want to ensure that we provide real choice, and that advisers can access solutions for a wide and diverse spectrum of client needs.
“As a long-standing SimplyBiz Member, PX Pension Exchange is known and respected by many of the other firms who use our services, and I am sure they will be warmly welcomed to the panel, particularly given their ability to support clients who are not based in the UK.”
PX Pension Exchange director Darion Pohl says: “Celebrating our 20th year as DB specialists for local and international clients and, having been members of SimplyBiz for 15+ years, we welcome the opportunity to join the SimplyBiz pension transfer bureau.
“Founded by experienced pension actuaries, PX Pension Exchange has a highly qualified, experienced and friendly team which operates with a high degree of professionalism and integrity. We look forward to working with SimplyBiz advisers.”
