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 what their role should be in a post-freedoms financial plan. Click here for further details, the full agenda and to book your place.
Press
Proactive Investors
Curtis Banks CEO Will Self spoke with Proactive London to discuss the Curtis Banks Group's...
Press
Curtis Banks announces 2019 interim results
Curtis Banks is delighted to announce its 2019 Interim Results this morning. Read coverage from Money...
Event
Prudential's '2020 and beyond' seminars
We are delighted to be partnering with Prudential to invite you to their nationwide '2020...
Event
Psigma's Paraplanner Event 13 September
We are thrilled to be joining Psigma Investment Management for the Psigma Paraplanner Event on...
We recently partnered with Sense Network for a webinar to discuss the Tapered Annual Allowance and Carry Forward.
Catch up on the session by Curtis Banks Pension Technical Manager Jessica List here.
Our case studies and fact sheets show how the pension rules work in practice, helping to make complex pension rules simple.
Access an archive of our adviser insight emails, where we share our thoughts on the latest pension developments and let you know the latest Curtis Banks news.