Insights Discover More.

Top tips of 2020 and looking forward to 2021 Webinar, 27 January, 2021

 

We are delighted to invite you to join us for our first webinar of 2021 – ‘Top tips of 2020 and looking forward to 2021’. Find out more and register for the first combined session from our technical experts Pension Technical Manager Jessica List and Technical Sales Manager Barry Foster.

CPD On Demand

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.

CPDOnDemand

Joint Webinars

We have collaborated with other industry experts to bring you a series of joint webinars. To register for upcoming webinars, or to catch up on previous webinars, click 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.

 

Sign-up

Keep up to date with our latest news and updates.
Sign-up here
Open link
Press

Providers must continue digital evolution to cater for intermediaries

Pension Technical Manager Jessica List discusses why pension providers must evolve and improve their technology,...
Sam Walker | 31.12.2020
Read more
Event

Top tips of 2020 and looking forward to 2021 - Curtis Banks webinar, 27 January, 2021

We are delighted to invite you to join us for our first webinar of 2021...
Curtis Banks | 22.12.2020
Read more
Press

The risk of forgetting an expression of wishes

Pension Technical Manager Jessica List uses a case study to emphasise the importance of making...
Curtis Banks | 17.12.2020
Read more
Press

Death benefits - How to manage conflict over asset distribution

Pension Technical Manager Jessica List adds commentary on death benefits in an article looking at...
Curtis Banks | 10.12.2020
Read more

News

Click to see the latest Curtis Banks news, including some of our press coverage.

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.

Get connected

Follow us on LinkedIn and Twitter.
We are also on Facebook where you can learn more about our charitable and community work.

Our secure
portal

Your Future SIPP

Curtis Banks

Suffolk Life

Tell us what you are
looking for?