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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

Webinar Cautious Investing? Think Again.

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.

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.

Webinar Managing client income needs in retirement

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.

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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Press

Third-party contribution consequences

Pension Technical Manager Jessica List uses a case study from our Meet the Joneses suite...
Curtis Banks | 17.11.2020
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Press

Barry Foster joins Curtis Banks as Technical Sales Manager

We are delighted to welcome Barry Foster to Curtis Banks in a newly created Technical...
Curtis Banks | 13.11.2020
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Press

The devil is in the (missing) details

Pension Technical Manager Jessica List poses some follow up questions to consider when looking at...
Curtis Banks | 03.11.2020
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Press

Curtis Banks completes acquisition of Talbot And Muir

We are delighted to announce that we have now formally completed the acquisition of the...
Curtis Banks | 02.11.2020
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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.

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