Press
Death benefits - How to manage conflict over asset distribution
Pension Technical Manager Jessica List adds commentary on death benefits in an article looking at...
Press
Curtis Banks' transition to a more sustainable, resilient business model
Curtis Banks Group CEO Will Self recently spoke with Proactive to discuss how the new...
Press
Curtis Banks transformation continues
Today we have announced two key changes to our proposition to transform the strategic direction...
Press
Jessica List: The importance of SIPP market due diligence
Pension Technical Manager Jessica List sets out the most important due diligence considerations advisers should...
Press
What’s behind such high levels of pension tax refunds?
Pension Technical Manager Jessica List looks at the recent HMRC pension flexibility statistics and examines...
Press
Curtis Banks commits £5m into pensions technology
Curtis Banks Group CEO Will Self spoke with Proactive to discuss the £5m the Curtis...
Press
Third-party contribution consequences
Pension Technical Manager Jessica List uses a case study from our Meet the Joneses suite...
Press
Technology increasingly important for SIPP clients
Pension Technical Manager Jessica List comments on the importance making pensions engaging by giving clients...
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...
Press
The devil is in the (missing) details
Pension Technical Manager Jessica List poses some follow up questions to consider when looking at...
Press
Curtis Banks completes acquisition of Talbot And Muir
We are delighted to announce that we have now formally completed the acquisition of the...
Press
Q3 2020 pension flexibility statistics
Pension Technical Manager Jessica List comments on the latest pension flexibility statistics published by HMRC...