Curtis Banks announces 2020 interim results

Curtis Banks is pleased to announce its 2020 interim financial results this morning. Read coverage from Money Marketing regarding the results. You can also read our Interim Report and Financials Statements 2020 and view our Interim Results Presentation 2020 for further details.

Staveley case: summary and outcomes

On 19 August the Supreme Court published its final judgment in a high profile case examining whether an inheritance tax (IHT) liability had been created by a person transferring to a new provider whilst knowingly in ill-health. Background Mrs Staveley had a section 32 pension policy from a divorce. Under the pre A-Day pension rules, … Continued

Simpler to apply, easier to use

We know the past few months have challenged your ways of working as we have all adapted to find a ‘new normal’ for conducting business. We’ve listened to your feedback and are delivering improvements. We have delivered a number of adviser-focussed improvements to the Your Future SIPP online application form. These will make our application … Continued

Acquisitions of Talbot and Muir and Dunstan Thomas

Curtis Banks has reached agreement to acquire the SIPP and SSAS operator Talbot and Muir, and financial technology provider Dunstan Thomas, subject to completion. Read our press release for more details of the latest chapter in our growth story.

Plan for the unforeseen

Pension Technical Manager Jessica List highlights some of the features of Your Future SIPP that clients might find beneficial in the current climate in the Retirement Showcase section of the July edition of Investment Life & Pensions magazine. Read the full article on pages 22-23.

Self-employed savers can take MPAA charges into their own hands

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. Read more in New Model Adviser.

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. Read more in Professional Paraplanner.

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