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.
We are delighted to announce the Curtis Banks Team Marathon Running Challenge on 25 March in fundraising support of the Curtis Banks Group charities of the year for 2020 and 2021 - Lighthouse Women's Aid, Teenage Cancer Trust and Wellbeing Works Dundee. Colleagues in our Ipswich and Bristol offices will form running teams and will be joined by the Curtis Banks Group Sales team to run the 26.2 miles of a marathon on treadmills in each office. Members of each team can run as little or as far they want, collectively the aim is for each team to run the...
Press
Meet the Joneses
Read coverage from Money Marketing and FT Adviser reporting the launch of our purpose-written case...
Blog
2019 Financial Adviser Service Awards
We are delighted to announce our success at the 2019 Financial Adviser Service Awards where...
Press
Over 50% of adviser queries are on death benefits rules
Over half of the technical queries we’ve received in the past month were on death...
Event
Walker Cambria Quarterly Seminar
We are delighted to be partnering with Walker Cambria to invite you to the Walker...
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.