Curtis Banks supports Pension Awareness Live

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

SIPP commercial property queries jump 56%

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

Protected pension age changes come with complex proposals

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.

What is a SIPP and how can it benefit you?

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.

When should we worry about low contribution rates?

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.

Stronger nudges ‘no substitute for advice’

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.

Getting outside help for a property purchase

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.

Treasury rejects pensions tax relief changes

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.

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