28 Feb PX Pension Exchange appointed to SimplyBiz defined benefit pension transfer referral service

We’re pleased to announce that PX Pension Exchange has been appointed by SimplyBiz to its defined benefit (DB) pension transfer referral bureau panel.

SimplyBiz, part of Fintel, supports financial and legal advisors with products – but also through advice when they need it from businesses like ours. It is the UK’s leading support services business, and powers thousands of intermediary businesses through a range of leading brands.

PX Pension Exchange is the second member of their bureau panel to support pension transfer cases from non-UK based clients. In the words of SimplyBiz, the bureau panel “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.”