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Technology increasingly important for SIPP clients

Pension Technical Manager Jessica List comments on the importance making pensions engaging by giving clients...
Curtis Banks | 14.11.2020
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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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Press

Q3 2020 pension flexibility statistics

Pension Technical Manager Jessica List comments on the latest pension flexibility statistics published by HMRC...
Curtis Banks | 02.11.2020
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Press

Judgement days

Pension Technical Manager Jessica List gives an overview and looks at the outcomes and implications...
Curtis Banks | 08.10.2020
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Press

Curtis Banks receives regulatory approval on Talbot and Muir acquisition

We are delighted to announce that we have received regulatory approval to proceed to complete...
Curtis Banks | 06.10.2020
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Press

Property purchase can be a family affair

Pension Technical Manager Jessica List uses a case study to explain how a family can...
Curtis Banks | 01.10.2020
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Press

Borrowing for a second SIPP property

Pension Technical Manager Jessica List uses a case study to outline how a borrowing arrangement...
Curtis Banks | 24.09.2020
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Press

Getting specific on expression of wishes

Pension Technical Manager Jessica List uses a case study to highlight how specific a client...
Curtis Banks | 22.09.2020
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Press

Commercial property as a pension investment in either a SIPP or SSAS

Group CEO Will Self looks at some of the key considerations for clients interested in...
Curtis Banks | 15.09.2020
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Press

The Staveley pensions case CPD

Top up your CPD with Jessica List’s in-depth Staveley inheritance tax case overview in FT...
Curtis Banks | 14.09.2020
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