Pension Technical Manager Jessica List discusses clients who might need to draw on pension savings as a result of the COVID-19 pandemic and if they would be better to take tax-free cash than risk triggering the money purchase annual allowance in New Model Adviser.
Author: Sam Walker
Head of Key Accounts & Third Party Relationships Charlie Dewey answers the key questions of what a SSAS is, how a SSAS compares to a SIPP and what investment opportunities are available in a SSAS in Professional Paraplanner.
Pension Technical Manager Jessica List revisits the issues surrounding discretionary death benefits in her latest blog for Retirement Planner.
Pension Technical Manager Jessica List uses one of our Meet the Joneses intergenerational planning case studies to look at the nuances of pension sharing orders after the end of a civil partnership in Retirement Planner.
Pension Technical Manager Jessica List considers what has changed five years on from the introduction of pension freedoms on page 22 in the SIPP Focus special of May’s Investment Life & Pensions Moneyfacts magazine.
Pension Technical Manager Jessica List outlines reasons why naming a trust as a beneficiary can lead to good outcomes in the right circumstances in Retirement Planner.
Group CEO Will Self discusses ‘Five years of pension freedoms’ on page 11 in May’s The Business Post – South West Edition.
Pension Technical Manager Jessica List uses a question and answer to look at benefit crystallisation events in Retirement Planner.
Pension Technical Manager Jessica List considers the often complex rules and conditions applying to the pension commencement lump sum. Read more in Professional Paraplanner.
Curtis Banks is pleased to announce its full year financial results this morning. The results put the company in a strong financial position, with acquisitions a key opportunity, but the current Covid-19 outbreak has created uncertainty as to the outlook for the remainder of the financial year. We’re focused on our staff wellbeing and providing … Continued