We are delighted to be supporting Pension Awareness Live which starts next week (13 September, 2021). The annual campaign started by the Pension Geeks back in 2014, aims to raise awareness of the importance of saving for retirement. Read our Press Release to find out why we’re supporting the campaign, and read coverage of our … Continued
Author: Sam Walker
Curtis Banks Group PLC is pleased to announce its interim results for the 6 months to 30 June 2021. Curtis Banks Group CEO, Will Self: “As part of our effort to reach new areas of an ever-increasing addressable market, Curtis Banks is evolving from a primarily focused #SIPP administrator to a more holistic retirement group … Continued
At Curtis Banks we’ve seen SIPP commercial property queries increase by 56% in the first half of 2021 compared with the same period last year. We’ve also noticed an increase in queries regarding connected party purchases and we’ve received more queries about purchasing land and woodland. Read more in our Press Release and coverage in … Continued
With the normal minimum pension age (NMPA) increasing to 57 in 2028, Pension Technical Manager Jessica List looks at some of the recent complex proposals for certain clients looking to keep their protected pension age. Read more in Money Marketing.
Curtis Banks Group CEO Will Self explores the fundamentals of what a SIPP is and tackles the most commonly asked SIPP questions in the East Anglian Daily Times. Read the full article here.
In her latest Retirement Planner blog, Pension Technical Manager Jessica List explores a recently released Institute for Fiscal Studies report looking at when in their lives people should save for retirement. Read the full blog in Retirement Planner.
Read comments from Pension Technical Manager Jessica List on the FCA’s ‘stronger nudges’ consultation, which would see providers offer to book Pension Wise appointments for clients looking to access defined contribution pensions. Read the full comments in FTAdviser.
Pension Technical Manager Jessica List features on the latest edition of the FTAdviser Podcast to discuss if disclosure reforms go far enough to help pension savers? Listen to the full Podcast.
Pension Technical Manager Jessica List uses a case study to look at a joint title ownership property purchase for a self-employed plumber looking to buy a commercial property to use as the premises for her business. Read the full case study in Retirement Planner.
Pension Technical Manager Jessica List comments on The Treasury’s rejection of any immediate changes to pensions tax relief in last week’s response to March’s Treasury Select Committee report which recommended a review of pensions tax relief. Read more in Financial Planning Today.