Adviser calls for urgent death benefit rule reform
'Disproportionately high'
Curtis Banks pensions technical manager Jessica List said the number of queries they received on the subject of death benefit rules was “disproportionately high.”
More than half of technical queries made to SIPP operator Curtis Banks by advisers concerned the subject of death benefits rules.
The queries suggested that even though the rules can be flexible and tax-efficient, they can also be complex, the business said. According to the self-invested personal pension (SIPP) operator, this...
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