Over half of the technical queries we’ve received in the past month were on death benefits rules which are proving complex for advisers and their clients to understand. Read more in FT Adviser, Professional Adviser and SIPPs Professional.
Event
Walker Cambria Quarterly Seminar
We are delighted to be partnering with Walker Cambria to invite you to the Walker...
Event
Money Marketing Interactive
We are delighted to be sponsoring and exhibiting at Money Marketing Interactive in Harrogate this...
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...
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.