Press
Pensions at age 75 – the big event
Pension Technical Manager Jessica List looks at three key areas where pension rules change once...
Press
HM Treasury proposal and the block transfer rules
Pension Technical Manager Jessica List looks at the block transfer rules in her continuing series...
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...
Press
Key points when calculating the tapered annual allowance
Pension Technical Manager Jessica List highlights what to watch out for when calculating the tapered...
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...
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Guide to retirement income
Read comments from Pension Technical Manager Jessica List in FTAdviser's CPD ‘Guide to retirement income’....
Press
Allowances and EOW dominate adviser queries in 2020
Did you have a technical query similar to the top three queries submitted to our...
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Key SIPP developments
Pension Technical Manager Jessica List outlines key developments and potential changes in the SIPP sector...
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Pension tax planning
As we approach the end of the tax year, Pension Technical Manager Jessica List pinpoints...
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Retirement planning challenges and tips for mixed age couples
Pension Technical Manager Jessica List explores the key retirement planning considerations for couples with larger...
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...
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...