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…
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Transitional Tax Free Amount Certificates
Triple lock lives to see another day: Industry reacts
By Amy Wood
Caitlin Southall, Pension Technical Manager, shares her thoughts with Money Marketing after the Treasury confirmed the triple lock will be upheld. View the article here. …
Money Purchase Annual Allowance
Funding a property purchase
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…
Walker Cambria Quarterly Seminar
By Amy Wood
…in a SIPP. The presentation will also cover what types of property can be purchased, the ways in which to own the property and how the purchase can be funded,…
Elmer is coming to Curtis Banks Ipswich
By Amy Wood
…in Art event in support of St Elizabeth Hospice. At the end of the Parade, each elephant will be auctioned to raise valuable funds for St Elizabeth Hospice – who…
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…
Latest Secure Portal Updates
By Amy Wood
…other users please refer to our ‘How to’ video or read our PDF guide on getting set up on the portal. For existing Curtis Banks SIPPs, please continue to log…
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….
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….