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Pensions at age 75 – the big event

Pension Technical Manager Jessica List looks at three key areas where pension rules change once...
Curtis Banks | 23.03.2021
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Press

HM Treasury proposal and the block transfer rules

Pension Technical Manager Jessica List looks at the block transfer rules in her continuing series...
Curtis Banks | 15.03.2021
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Press

Can clients claw back missed pension contributions imposed by Covid?

Pension Technical Manager Jessica List contributes comments to an article exploring the importance of promoting...
Curtis Banks | 08.03.2021
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Press

Key points when calculating the tapered annual allowance

Pension Technical Manager Jessica List highlights what to watch out for when calculating the tapered...
Curtis Banks | 08.03.2021
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Press

Pension challenges women face will impact on their retirement

On International Women’s Day (Monday 8 March 2021) Pension Technical Manager Jessica List highlighted five...
Curtis Banks | 08.03.2021
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Press

Guide to retirement income

Read comments from Pension Technical Manager Jessica List in FTAdviser's CPD ‘Guide to retirement income’....
Curtis Banks | 18.02.2021
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Press

Allowances and EOW dominate adviser queries in 2020

Did you have a technical query similar to the top three queries submitted to our...
Curtis Banks | 16.02.2021
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Press

Key SIPP developments

Pension Technical Manager Jessica List outlines key developments and potential changes in the SIPP sector...
Curtis Banks | 10.02.2021
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Press

Pension tax planning

As we approach the end of the tax year, Pension Technical Manager Jessica List pinpoints...
Curtis Banks | 03.02.2021
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Press

Retirement planning challenges and tips for mixed age couples

Pension Technical Manager Jessica List explores the key retirement planning considerations for couples with larger...
Curtis Banks | 28.01.2021
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Press

Andy Stuart-William joins Curtis Banks as head of product and communications

We are delighted to welcome Andy Stuart-William to Curtis Banks in the newly created role...
Curtis Banks | 25.01.2021
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Press

Curtis Banks appoints Jill Lucas as a Non-Executive Director

We are delighted to announce Jill Lucas has been appointed as a Non-Executive Director for...
Curtis Banks | 19.01.2021
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