What’s in store for 2021?

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.

Providers must continue digital evolution to cater for intermediaries

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.

Death benefits – How to manage conflict over asset distribution

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 transformation continues

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

What’s behind such high levels of pension tax refunds?

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 commits £5m into pensions technology

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.

Third-party contribution consequences

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.

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