Pension Technical Manager Jessica List considers what 2021 may have in store from a pensions perspective and looks at the important role pensions and retirement planning can have in helping savers achieve their retirement goals. Read more in Retirement Planner.
Author: Sam Walker
Pension Technical Manager Jessica List discusses why pension providers must evolve and improve their technology, online solutions and processes without being prompted by external factors in 2021 and why adapting to advisers’ technology needs will be important in the coming years as clients’ retirement plans change. Read more in FTAdviser.
We are delighted to invite you to join us for our first webinar of 2021 – ‘Top tips of 2020 and looking forward to 2021’. Register for the webinar which will be the first combined session from our technical experts Pension Technical Manager Jessica List and Technical Sales Manager Barry Foster. Jessica List will explore … Continued
Pension Technical Manager Jessica List uses a case study to emphasise the importance of making an expression of wishes. Read the full case study in Professional Adviser.
Pension Technical Manager Jessica List adds commentary on death benefits in an article looking at the conflicting interests advisers may need to manage when it comes to passing on wealth between generations. The comments in the article ‘How to manage conflict over asset distribution’ are part of FTAdviser’s CPD ‘Guide to intergenerational wealth transfer’.
Curtis Banks Group CEO Will Self recently spoke with Proactive to discuss how the new changes to the business model will fit into the wider transformation of the Group. Watch the full video below.
Today we have announced two key changes to our proposition to transform the strategic direction of the business, which started with the acquisitions of Talbot and Muir, and FinTech provider Dunstan Thomas, and will see a better balance between fee income and interest income. The first to the annual SIPP administration fees paid on the … Continued
Pension Technical Manager Jessica List looks at the recent HMRC pension flexibility statistics and examines the high levels of pension tax refunds paid to savers when flexibly accessing their pensions in Q3 2020. Read more in Money Marketing.
Curtis Banks Group CEO Will Self spoke with Proactive to discuss the £5m the Curtis Banks Group has committed to invest in technology to enhance our proposition. Will also discusses the three pronged approach to growing Curtis Banks through organic growth, acquisitions and diversification.
Pension Technical Manager Jessica List uses a case study from our Meet the Joneses suite of intergenerational planning case studies to look at some unintended consequences resulting from a surprise third-party pension contribution. Read more in Retirement Planner, and Meet the Joneses.