Our CPD On Demand hub is now live and offers you the opportunity to top-up your CPD learning and knowledge.
Catch-up with our most up to date CPD content including our Challenge Accepted, Technical Focus Live, SIPP Opportunities and Meet the Joneses webinar series.
We recently partnered with Psigma Investment Management for a webinar – Cautious Investing? Think Again.
The webinar looked at ways to mitigate the risks investors can be exposed to with traditional approaches to cautious portfolios and looked at approaches which enable your clients to hold portfolios that better meet their expectations and give them confidence in their retirement planning.
Pension Technical Manager Jessica List discussed key considerations when accessing a pension, flexible benefit options and making tax efficient withdrawals.
Catch up with the webinar here.
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.
We recently joined Brooks Macdonald for their Connected webinar series, a series exploring the effects the COVID-19 pandemic has had on financial markets and, in particular, pensions and retirement funds.
In this webinar, Curtis Banks Pension Technical Manager Jessica List examined the considerations for those accessing (or thinking of accessing) their pensions, and discussed lifetime allowance issues, such as the age 75 tests.
Catch up with the webinar here.
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.
Third-party contribution consequences
Barry Foster joins Curtis Banks as Technical Sales Manager
The devil is in the (missing) details
Curtis Banks completes acquisition of Talbot And Muir
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.