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Curtis Banks

Jessica List: Painting pensions by numbers

Pensions

Jessica List: Painting pensions by numbers

HMRC recently released a range of statistics relating to personal and stakeholder pensions. Below Jessica List summarises the highlights and what they may mean for advisers’ clients...

clock 24 May 2022 • 4 min read
Jessica List: Pass the (property) parcel

Pensions

Jessica List: Pass the (property) parcel

Succession planning in pensions

clock 12 May 2022 • 4 min read
Jessica List: A tale of two regulatory changes

Pensions

Jessica List: A tale of two regulatory changes

Stronger nudges and non-workplace pensions

clock 06 April 2022 • 4 min read
Jessica List: Which LTA protections are still available?

Pensions

Jessica List: Which LTA protections are still available?

Complex set of rules

clock 04 March 2022 • 4 min read
Jessica List: Five things advisers should remember about carry forward

Pensions

Jessica List: Five things advisers should remember about carry forward

Looking back to plan future contributions

clock 15 December 2021 • 4 min read

Featured

RP case studies: Ill-health early retirement

Jessica List looks at an ill-health retirement case study where a SIPP comes in handy...

clock 06 October 2021 • 4 min read

Featured

Jessica List: Four questions to ask your provider about death benefits flexibility

Jessica List asks, and answers, four questions to ask pension providers about death benefits flexibility

clock 30 September 2021 • 4 min read

Featured

RP case studies: Using flexible expression of wishes to avoid death benefits pitfalls

Jessica List looks at flexible expression of wishes in her latest case study for RP

clock 23 September 2021 • 3 min read

Featured

SIPP commercial property queries shoot up during pandemic

Self-invested personal pensions (SIPP) commercial property queries at provider Curtis Banks increased 56% in the first half of 2021 compared to the same period last year.

clock 02 September 2021 • 2 min read

Featured

Jessica List: When should we worry about low contribution rates?

Just when is the right time to save for a pension? Jessica List looks at a seemingly counterintuitive report from the IFS in her latest article for RP

clock 13 July 2021 • 4 min read
123
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01

HSBC AM global head of responsible investing: 'Who cares if Miami is six metres under water in 100 years?'

20 May 2022 • 3 min read
02

Transfer values continue to plummet in April - XPS

24 May 2022 • 2 min read
03

HSBC AM's 'head of irresponsible investment' condemned over climate speech

20 May 2022 • 3 min read
04

Brooks Macdonald acquires Warwickshere-based IFA

23 May 2022 • 2 min read
05

Dealing with private equity 'like getting into bed with a gorilla'

23 May 2022 • 1 min read
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