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More questions than answers as lifetime allowance removal edges closer
By Amy Wood
Caitlin Southall, Pension Technical Manager, speaks to Money Marketing about the approaching removal date of the lifetime allowance (LTA) . Read more here…
Latest Secure Portal Updates
By Amy Wood
We are delighted to announce we have today released the latest range of updates and features to our secure portal. The unrivalled features and further improvements to your user experience…
Using EOW and Wills to help pass on pension wealth
By Amy Wood
Damien Bowler speaks with Professional Paraplanner, about the number of ways clients can pass on their pension assets to a beneficiary of their choice, and the importance of keeping expression…
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Passing on Pension Wealth
Curtis Banks commits £5m into pensions technology
By Amy Wood
…Banks Group has committed to invest in technology to enhance our proposition. Will also discusses the three pronged approach to growing Curtis Banks through organic growth, acquisitions and diversification. https://www.youtube.com/watch?v=yDpRouCP7W4…
Nucleus completes acquisition of Curtis Banks, creating £80bn adviser platform group
By Amy Wood
Nucleus completes acquisition of Curtis Banks, creating £80bn adviser platform group. Read more here Visit the Nucleus media hub for their latest news and articles….
Nucleus sets out group leadership changes following completion of Curtis Banks acquisition
By Amy Wood
Nucleus sets out group leadership changes following completion of Curtis Banks acquisition. Read more here. Visit the Nucleus media hub for their latest news and articles….
FCA’s advice/guidance review press reaction
By Amy Wood
The FCA’s and HM Treasury’s advice/guidance review was released on 08 December, with the goal of the proposals being to open the door to more people to benefit from financial…
Walker Cambria Quarterly Seminar
By Amy Wood
…Macro Opportunities fund, will talk through their market outlook. Over the past 5 years the fund has returned around 34%, compared with 5% for the average fund in the IA…
Elmer is coming to Curtis Banks Ipswich
By Amy Wood
…on Ipswich Museum’s life-sized woolly mammoth model ‘Wool.i.am’. Jane Ridgley, Curtis Banks Chief Operating Officer, commented on our Ipswich office’s involvement in Elmer’s Big Parade 2019: “Curtis Banks is delighted…