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SSAS: key questions answered

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

PCLS after age 75

Pension Technical Manager Jessica List uses a case study to help solve potential age 75...
Curtis Banks | 20.04.2020
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Press

Charity lump sum death benefits

Pension Technical Manager Jessica List discusses how charity death benefit lump sums work in practice....
Curtis Banks | 02.04.2020
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Press

2019 full year results

Curtis Banks is pleased to announce its full year financial results this morning. The results...
Curtis Banks | 18.03.2020
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