SimplyBiz appoints PX Pension Exchange to DB pension transfer referral service
SimplyBiz has announced the appointment of PX Pension Exchange to its DB pension transfer referral bureau panel. The London based pension transfer specialist is the eleventh member of SimplyBiz’s pension transfer panel, joining existing panel partners RSS, HUB Pension Consulting, Origen, Pension Works, P&B Wealth, Aviva Financial Advice, Grove Pension Solutions, Pension Income Planning, Pensionhelp, and Hoxton Capital Management.
PX Pension Exchange is the second member of the bureau panel to support cases from non-UK based clients.
The 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.
Marc Thompson, Adviser Services Director, SimplyBiz, commented:
“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.”
Darion Pohl, Director of PX Pension Exchange, added:
“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.”