SSAS: key questions answered

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.

Getting to grips with pension sharing orders

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 Freedoms five years on

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.

Trusts as a beneficiaries explained

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.

LTA protection and PCLS entitlement

Pension Technical Manager Jessica List considers the often complex rules and conditions applying to the pension commencement lump sum. Read more in Professional Paraplanner.

2019 full year results

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

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