News. Sharpen
your focus.

Press

Advisers unite in call to scrap lifetime allowance

In a recent Curtis Banks CPD webinar we polled advisers to ask if the lifetime...
Curtis Banks | 09.07.2020
Read more
Press

Pensions advice for clients with Ill-heath or serious ill-health

Group Communications Director Greg Kingston uses a case study to explain the difference between with...
Curtis Banks | 06.07.2020
Read more
Press

Self-employed savers can take MPAA charges into their own hands

Pension Technical Manager Jessica List discusses clients who might need to draw on pension savings...
Curtis Banks | 30.06.2020
Read more
Press

SSAS: key questions answered

Head of Key Accounts & Third Party Relationships Charlie Dewey answers the key questions of...
Curtis Banks | 23.06.2020
Read more
Press

Death benefit discretion problems revisited

Pension Technical Manager Jessica List revisits the issues surrounding discretionary death benefits in her latest...
Curtis Banks | 17.06.2020
Read more
Press

Getting to grips with pension sharing orders

Pension Technical Manager Jessica List uses one of our Meet the Joneses intergenerational planning case studies...
Curtis Banks | 14.05.2020
Read more
Press

Pension Freedoms five years on

Pension Technical Manager Jessica List considers what has changed five years on from the introduction...
Curtis Banks | 13.05.2020
Read more
Press

Trusts as a beneficiaries explained

Pension Technical Manager Jessica List outlines reasons why naming a trust as a beneficiary can...
Curtis Banks | 12.05.2020
Read more
Press

Five years of pension freedoms

Group CEO Will Self discusses ‘Five years of pension freedoms’. Read the full article on...
Curtis Banks | 11.05.2020
Read more
Press

What advisers need to know about benefit crystallisation

Pension Technical Manager Jessica List uses a question and answer to look at benefit crystallisation...
Curtis Banks | 06.05.2020
Read more
Press

LTA protection and PCLS entitlement

Pension Technical Manager Jessica List considers the often complex rules and conditions applying to the...
Curtis Banks | 27.04.2020
Read more
Press

Why delayed lump sums might benefit clients

Pension Technical Manager Jessica List outlines the potential tax-efficiency and investment reasons why delayed lump...
Curtis Banks | 23.04.2020
Read more

Our secure
portal

Your Future SIPP

Curtis Banks

Suffolk Life

Tell us what you are
looking for?