- Helping members of occupational pension schemes to better understand their benefits.

19th October 2019
:: Press Office | Press Releases | Simplybiz recommends pension education web tool

Press Release
Simplybiz recommends pension education web tool 
Simplybiz, the compliance support firm, has recommended a pension education website to financial advisers.
The website,, was launched in March 2007 to provide pension guidance and education about employment based pension schemes. Advisers can purchase a licence to provide independent pension education to their clients. Their clients can log in to the website and access a range of Factsheets about defined benefit and money purchase schemes. It also acts as a useful revision tool for advisers taking pensions exams.
Keeley Makin, Pensions Technical Manager at Simplybiz, says: “We recently discovered this website which we believe will help advisers in two ways: improve client awareness about important retirement issues as well as increase adviser knowledge. Informed clients will return to their advisers for further advice, creating new business opportunities”.
The service is also designed to help advisers generate new business. Mike Jones, Director at says: “Using the services and tools offered in the Adviser Zone, financial advisers will be well placed to plug the gaps and weaknesses in their clients’ retirement provision”. 
“Providing clients with an independent pension information and education service will make them better equipped to take decisions about their retirement provisions. Clients are becoming much more inquisitive about what benefits they are entitled to (and as importantly, what they are not). In recommending the website Simplybiz recognises the importance of pension education as a service that advisers should be offering to clients.” 
Mike Jones Ltd
PO Box 240
Tel: 0845 123 5670
Mobile: 07730 855 596
Fax: 0871 433 4662 
Notes for editors: provides pension education, information and communication for scheme members, trustees, sponsoring employers and advisers. The website presents facts and information. does not give advice; does not sell pensions, life insurance products, investments or mortgages.   

Simplybiz is a UK based provider of financial compliance services, supporting over 1,500 IFA firms and 3,000 advisers, encouraging FSA best practice to financial businesses.
Release date:
31st August 2007

Article details:
Main article 241 words

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What we do: Image of a green tick
provide e-learning
provide facts
simplify the complicated
save you time
help people understand

We don't do: Image of a red cross
we don't give advice 
we don't sell pensions
we don't do investments
we don't sell insurance
we don't do mortgages



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