The results are in: Adviser survey results

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Thank you to everyone who replied to our poll last week, when we asked you where you go for your pension technical support. We can now share the results of the poll:

Where do you go for your technical support?

Pension Providers: 67%
Services available from networks and service providers: 31%
HMRC/the Pensions Tax Manual: 30%
In-house technical support: 26%
Paid-for services such as Technical Connection: 11%

It’s fantastic to hear that so many of you already use pension providers as a source of information, and we’d love to encourage more of you to do the same.

 

Support from Curtis Banks

Here’s a reminder of the types of technical support you can access from Curtis Banks.

 

CPD WEBINARS: LIVE AND ON DEMAND

Recordings of all our CPD-accredited webinars from 2020 are available to watch at a time that suits you on our CPD On Demand hub. We’re continuing to run webinars in 2021, with the first event of the year coming up on 27 January, where you can join Pension Technical Manager Jessica List and Technical Sales Manager Barry Foster to hear about the top queries from 2020 and our outlook for 2021. Click here for more information

 

JOINT WEBINARS

Throughout 2021 we’ll continue to partner with investment managers and industry experts to bring you additional CPD-accredited webinars. The first of our joint webinars takes place on 21 January with Psigma Investment Management and looks at some straightforward but effective steps your clients can take to help keep their pension and investment planning on course to achieve their goals. Barry Foster will present on key retirement planning topics. Click here for more information.

 

CASE STUDIES AND FACT SHEETS

We have a range of case studies and fact sheets covering a huge variety of technical topics. Our Meet the Joneses series, which uses a fictional family to demonstrate how SIPPs can play their part in intergenerational wealth planning, is also accredited for unstructured CPD.

Case Studies    Meet The Joneses

 

NEWS AND INSIGHTS

As a member of our mailing list, you’ll be the first to see our response to events such as the Budget, and to hear our thoughts on key industry developments. If you’ve missed any previous messages, you can catch up on our Insights page.

Adviser Insights

 

SPEAK TO US

If you have a question you’d like to discuss in more detail, our technical experts are here to help. Just contact your local Business Development Manager, who will be happy to put you in touch with the best person to talk to.

Find your BDM

 

Kind Regards,
Curtis Banks

 

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