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Adviser Tools

We’ve created a range of tools and calculators to help make pension calculations easier for you and your clients.

Try our adviser tools today.

Adviser tools

FTAdviser Podcast Do disclosure reforms go far enough to help pension savers?

Pension Technical Manager Jessica List features on the latest edition of the FTAdviser Podcast to discuss if disclosure reforms go far enough to help pension savers?

Listen to the full Podcast.

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, visit our Joint Webinars page.

Joint Webinars

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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Latest News: Developing property within a pension

  Developing property within a pension has always been a popular part of many property investment journeys, offering a range of potential benefits to investors. Advisers, if you are new to the idea of developing property, or have clients who are considering it but are not sure where to start, Pension Technical Manager Jessica List covers some of the key points to consider in IFA Magazine.
Curtis Banks | 13.05.2022
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Press

Pass the (property) parcel - Succession planning in pensions

  Pension Technical Manager Jessica List looks at two ways of passing on a commercial...
Curtis Banks | 12.05.2022
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Press

Cost of living crisis

  Pension Technical Manager Jessica List looks at the cost of living crisis and outlines...
Curtis Banks | 10.05.2022
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Press

Curtis Banks comments on the latest House of Commons Work and Pensions Committee Report on Pensions Freedoms

  Pension Technical Manager Jessica List comments on the latest House of Commons Work and...
Curtis Banks | 06.05.2022
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Press

Inherit and exit is advisers’ next gen risk

Should you involve family members in succession planning with clients? During Global Intergenerational Week, Jessica...
Curtis Banks | 04.05.2022
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News

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

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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.

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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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