When tax-free pension cash can be anything but simple

Pension Technical Manager Jessica List explores how tax-free cash, or pension commencement lump sum (PCLS), probably one of the best-known and most popular pension features, quickly becomes complex once you consider eligibility, limits, various forms of protection and ever-changing pension rules. Read more in Money Marketing.

2020 Full year financial results

We are delighted to announce our 2020 Full Year Financial Results this morning. We made strong progress and demonstrated a high degree of resilience in 2020. The results reflect the first few months of the acquisitions of Dunstan Thomas and Talbot and Muir. Curtis Banks Group CEO, Will Self: “Looking ahead, we have a clear … Continued

Children as beneficiaries of pension death benefits

Pension Technical Manager Jessica List explores the flexible rules and subsequent scope for planning opportunities when designating children as beneficiaries of death benefits of a pension. Read the full article in Professional Paraplanner.

Early woes for investment pathways

Pension Technical Manager Jessica List assesses the early days of investment pathways for non-advised drawdown investors. Read the full article in Retirement Planner.

Pensions at age 75 – the big event

Pension Technical Manager Jessica List looks at three key areas where pension rules change once someone reaches their 75th birthday and how these impact pension planning in the fourth of her tax-focussed articles for Professional Paraplanner. Read the full article here.

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