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CPD On Demand Now live

Our CPD On Demand hub is now live and offers you the opportunity to top-up your CPD learning and knowledge.

Visit our CPD On Demand hub to catch-up with our most recent CPD content, including our latest webinar series ‘Technical Focus Live’, which focusses on particular technical issues in depth in each session.

Recordings from our SIPP Opportunities webinar series, which offers the chance to explore the opportunities and flexibility offered by SIPPs, are also available.

Webinar Blending discretionary and smoothed investment solutions to provide better client outcomes

We recently partnered with Prudential and Quilter Cheviot to present a 60 minute CPD webinar which considered the importance of reviewing drawdown clients in these uncertain times and how blending investment strategies and investment managers could lead to better client outcomes.

Catch up with the session here.

Meet the Joneses Financial planning for future generations

We invite you to meet the Joneses through our series of comprehensive case studies. See how the family plans for its future by taking advantage of the flexibility that pensions allow across the generations.



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SSAS: key questions answered

Head of Key Accounts & Third Party Relationships Charlie Dewey answers the key questions of...
Curtis Banks | 23.06.2020
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Death benefit discretion problems revisited

Pension Technical Manager Jessica List revisits the issues surrounding discretionary death benefits in her latest...
Curtis Banks | 17.06.2020
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Getting to grips with pension sharing orders

Pension Technical Manager Jessica List uses one of our Meet the Joneses intergenerational planning case studies...
Curtis Banks | 14.05.2020
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Pension Freedoms five years on

Pension Technical Manager Jessica List considers what has changed five years on from the introduction...
Curtis Banks | 13.05.2020
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Case Studies and fact sheets

Our case studies and fact sheets show how the pension rules work in practice, helping to make complex pension rules simple.

Adviser Insights

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.

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