Curtis Banks

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

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.

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

A self-employed plumber gets help from an unexpected source to help buy her perfect premises, writes Jessica List

Jessica List runs through a land purchase-focused case study where an adviser helps make a client’s pensions wishes come true

Jessica List looks at the possible charges on death benefits linked to the lifetime allowance in the latest RP case study

Turning 75 still affects a range of different pension rules. Here Jessica List demonstrates how it affects clients who may wish to take an UFPLS

Jessica List takes a forward look at 2021 from the pensions perspective

H1 interim results

Passed away 25 July