Meet the Joneses

Read coverage from Money Marketing and FT Adviser reporting the launch of our purpose-written case studies designed to aid advisers when dealing with complex intergenerational financial planning. Meet the Joneses and read the cases studies here.

2019 Financial Adviser Service Awards

We are delighted to announce our success at the 2019 Financial Adviser Service Awards where we received the ‘Most improved provider’ award in the Life and Pensions category and were awarded a 4 star (out of 5) service rating.

Over 50% of adviser queries are on death benefits rules

Over half of the technical queries we’ve received in the past month were on death benefits rules which are proving complex for advisers and their clients to understand. Read more in FT Adviser, Professional Adviser and SIPPs Professional.

Walker Cambria Quarterly Seminar

We are delighted to be partnering with Walker Cambria to invite you to the Walker Cambria Quarterly Seminar on 11 October at The Village Hotel, Cardiff. We will outline the benefits of holding commercial property in a SIPP, and get the latest updates from JP Morgan Global Macro Opportunities and London & Colonial. Date: Friday … Continued

Money Marketing Interactive

We are delighted to be sponsoring and exhibiting at Money Marketing Interactive in Harrogate this Thursday 12 September. Group Sales Director Dave Stratton will join a panel debate looking at 30 years of the SIPP and the way forward. Dave will discuss how  SIPPs have evolved as they reach their 30-year anniversary and will examine … Continued

Proactive Investors

Curtis Banks CEO Will Self spoke with Proactive London to discuss the Curtis Banks Group’s growth in sales profits and dividend following the Group’s interim results to June 2019. Watch the full video here.

Curtis Banks announces 2019 interim results

Curtis Banks is delighted to announce its 2019 Interim Results this morning. Read coverage from Money Marketing and Insider Media regarding the results. You can also read our Interim Report and Financials Statements 2019 and view our Interim Results Presentation 2019 for further details.

Prudential’s ‘2020 and beyond’ seminars

We are delighted to be partnering with Prudential to invite you to their nationwide ‘2020 and beyond’ adviser seminars. Join us to hear about our new arrangement with the Pru which allows advisers to blend DFMs and platform business with the PruFund in a more cost-effective way. Click here for further details and registration.

Psigma’s Paraplanner Event 13 September

We are thrilled to be joining Psigma Investment Management for the Psigma Paraplanner Event on 13 September. Jessica List will discuss the latest developments in a high profile court case centring on pension transfers and inheritance tax. The event qualifies for 2 hours of CPD and is free to attend. Click here for further details … Continued

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