Previous Joint Webinars
SIPP vs SSAS: Which is easier to exit if the boss decides to sell the business? A Dunstan Thomas webinar 28 April 2022
We were delighted to join Dunstan Thomas for their latest live webinar to explore issues to consider when a business which holds some of its assets and/or it’s owners’ savings in a SSAS or SIPPs prepares for sale to a new owner.
The webinar featured an expert SIPP and SSAS panel, including Barry Foster – Technical Sales Manager at Curtis Banks and Adrian Boulding – Director of Retirement Strategy at Dunstan Thomas.
To watch this webinar on-demand, click here.
Pension options on divorce and inflation uncertainty 10 March 2022
We were delighted to collaborate with Psigma Investment Management for a second session in a series of live webinars which explores pensions and divorce, and the theme of inflation uncertainty.
Barry Foster, Technical Sales Manager for Curtis Banks, examines the pension options on divorce and pension sharing orders: which were introduced in December 2000 by the Welfare Reform and Pensions Act 1999. Despite being introduced over 20 years ago, they are not as widely used as might have been expected. The key questions addressed include: Are pension sharing orders underused and if so, why? What role can financial advisers play in this?
Thomas Beckett, Chief Investment Officer for Psigma, examines inflation – how it will behave in the future and how to speak to your clients around it. Tom explores why the decade ahead is likely to be very different from those we have recently experienced and how investors can make money in the “Turbulent Twenties” ahead.
This webinar is for professional advisers only and qualifies for CPD. To watch this webinar on-demand, click here.
Pension planning opportunities and weathering the storm 09 March 2022
We partnered with Tilney Smith & Williamson for our joint webinar – ‘Pension planning opportunities and weathering the storm’
In this session, expert speakers from Curtis Banks and Tilney Smith & Williamson looked at topical pension planning opportunities and explored the impact the current economic environment is having on investment portfolios.
Barry Foster, Technical Sales Manager, Curtis Banks considered a variety of financial planning opportunities both in accumulation and death benefit planning.
Daniel Casali, CFA – Chief Investment Strategist, Smith & Williamson explored if the US economic outperformance could be peaking and whether this could this lead to favourable opportunities outside the US.
Alex Balfour, Associate Director, Smith & Williamson discussed the changes Smith & Williamson have made to their tactical asset allocation and underlying holdings given the changes in economic environment and outlook.
Planning Ideas for 2022 27 January 2022
We were delighted to join Psigma Investment Management for this CPD qualifying webinar, which focused on the Normal Minimum Pension Age (NMPA) changes planned for 2028 as well as protected pension ages.
Technical Sales Manager Barry Foster (Curtis Banks) delves into the historical context behind NMPA, and takes a look at how the new protected pension age will work, including in relation to block and individual transfers. Barry also covers common questions such as – How does an individual secure a protected pension age? How significant is a protected pension age?
Andrew Cantouris, Head of Psigma Investment Management (Psigma Invesment Management) examines how a bespoke investment portfolio can benefit clients, allowing for a more tailored investment solution and talks through a case study of effective tax allowance utilisation.
To watch this webinar on-demand, click here.
AI Strategy at the Heart of Digital Transformation 28 October 2021
We were delighted to join Dunstan Thomas for their latest live webinar on Thursday 28 October to explore the initial considerations and early lessons from setting up and running Artificial Intelligence (AI)-led projects to support providers and advice firms.
Andy Stuart-William, Head of Product and Communications, Curtis Banks explored the concept of combining automation and machine learning to streamline the often time consuming fact finding process – suggested API links to savings accounts could be opened up to automatically gather the up-to-date financial situation of customers in seconds, rather than have to wait weeks before full advice can be given.
He was also joined by Tony Vail, Chief Product & Advice Officer, AI innovator Wealth Wizards (bought by Royal London earlier this year) and Andrew Martin, Chief Distribution Officer, Dunstan Thomas.
To watch this webinar On-Demand, click here.
Intergenerational wealth transfers: Opportunities & pitfalls 23 September 2021
We joined Dunstan Thomas for their latest live webinar on the 23rd September to explore the opportunities and the risks associated with intergenerational wealth transfers.
Jessica List, Pension Technical Manager, Curtis Banks, answered technical questions linked to moving money to the next generation tax efficiently and was on hand to answer questions linked to drawing up expressions of wishes, inheritance tax planning and pensions transfers.
The webinar also looked at how technology can help bridge the intergenerational ‘divide’ around financial planning and advice, and the potential requirement of migrating wealth into ESG rated investments over the next few years as future generations look to invest for improvement in the world we live in.
Webinar for professional advisers only. To catch up on this webinar, click here.
What's next for commercial property? 30 June 2021
Catch up with our latest webinar featuring a panel of commercial property experts discussing the challenges and opportunities on the horizon for commercial property in pensions.
Hosted by Technical Sales Manager Barry Foster, the panel considered the effect of the Covid-19 pandemic on the commercial property market and examine the opportunities that have arisen for clients.
- Host: Barry Foster – Technical Sales Manger, Curtis Banks
- Craig Clarke – Head of Acquisitions and Building Works, Curtis Banks
- James Tucker – Partner, Scrutton Bland LLP
- Samantha Johnson – Head of Valuation, Vickery Holman Property Consultants
- Kristen Cunliffe – Managing Director, Red Star Wealth
Shaping Income In Retirement 26 May 2021
We joined Dunstan Thomas to explore how the in-retirement market is changing in response to changing living, working and long term savings patterns as well as wider demographic trends, combined with new Pension Freedoms options and retirement product innovations.
The webinar, featured four presenters who gave insightful presentations and discussed topics on the theme of shaping income in retirement.
Jessica List – Pension Technical Manager, Curtis Banks
Barry Foster – Technical Sales Manager, Curtis Banks
Adrian Boulding – Director of Retirement Strategy, Dunstan Thomas
Peter Ellis – CEO, Spire Platform Solutions
Pension death benefits and impact investing webinar With Tribe Impact Capital April 2021
Watch our recent pension death benefits and impact investing webinar with Tribe Impact Capital, the UK’s first dedicated impact wealth manager. Barry Foster, Technical Sales Manager, Curtis Banks, looks at pension death benefits options, their tax treatment and how pensions can be passed down through multiple generations. Barry also considers the tax planning implications of completing/not completing an expression of wishes. Christopher Toy and Aaron Gaide, Wealth Managers, Tribe, present a session looking at opportunities in impact investing for financial advisers.
Pension tax rules and decumulation With Charles Stanley - April 2021
Watch our recent pension tax rules and decumulation webinar with Charles Stanley. On the theme of decumulation, Barry Foster, Technical Sales Manager, Curtis Banks, considered the importance of tax wrapper diversification and, specifically regards pensions: the Normal Minimum Pension Age (NMPA), and some less well understood aspects of the Pension Commencement Lump Sum (PCLS) rules.
Keith Arnold, Intermediary Sales Manager & Andrew Baker, Senior Investment Manager, Charles Stanley, cover decumulation, exploring investment strategies best suited for generating retirement income, and provide an investment-focussed market update specifically aimed at clients looking for decumulation.
Tax planning ideas for 2021 and retirement funding planning options With LGT Vestra - March 2021
On March 10, we partnered with LGT Vestra to bring you our ‘Tax planning ideas for 2021 and retirement funding planning options’ webinar.
The Budget saw a freeze on various allowances and tax bands, including the lifetime allowance. Barry Foster considered the effect of these freezes, and how pension planning, as part of a wider financial plan, may help those affected.
David Lane, LGT Vestra Partner and Technical Director, discussed whether 2021 could be a defining year for tax relief. David also explored the fiscal effect Covid-19 has had, discussed the potential tax changes and highlighted tax planning opportunities presented by the pandemic.
Managing client income needs in retirement - Brooks Mcdonald July 2020
We joined Brooks Macdonald for their Connected webinar series, a series exploring the effects the COVID-19 pandemic has had on financial markets and, in particular, pensions and retirement funds.
In this webinar, Curtis Banks Pension Technical Manager Jessica List examined the considerations for those accessing (or thinking of accessing) their pensions, and discussed lifetime allowance issues, such as the age 75 tests.
Catch up with the webinar here.