DO YOU PREFER TO REFER ? INTRODUCING THE PENSION TRANSFER BUREAU …
Over recent years , we ’ ve seen a growing trend for advisers to outsource certain elements of their services , and we believe this will only continue to increase as the focus on customer service grows ever stronger . With good due diligence processes , a non-compete agreement ( where clients are passed back to the adviser once the business is concluded ) and potential remuneration share , it can make good business sense to the adviser , and ensures that clients continue to receive advice for all their financial needs . With recent changes to pension transfer execution requirements , we feel that regulation will continue to hasten the growth of the number of advisers now choosing outsourcing as an option in this space . As you know , SimplyBiz is here to help you provide a holistic advice proposition to your clients , including access to appropriate outsourcing options . Our Pension Transfer Bureau offers an outsourcing solution 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 in this area .
Introducing our Pension Transfer Bureau … Our panel is made up of eight fantastic firms , all staffed by highly qualified specialists with years of experience . We have completed thorough due diligence on each partner and feel certain that we have a strong range of options for firms who wish to refer pension transfer cases .
You can find out more about each of our partners , and how to get in touch with them , in the Simply Refer / DB Pensions area of our site .
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