Curtis Banks

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

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