Curtis Banks

SIPP and SSAS taxable property: How to avoid 'onerous' HMRC charges

Pensions

SIPP and SSAS taxable property: How to avoid 'onerous' HMRC charges

Clients must have active involvement to ensure compliance with HMRC rules

clock 20 February 2024 • 5 min read
Nucleus removes exit fees for Curtis Banks SIPP clients

Your profession

Nucleus removes exit fees for Curtis Banks SIPP clients

The adviser platform expects clients to save £5m with this move in 2024

clock 31 January 2024 • 1 min read
Fair financial settlement: Divorce and the gender pensions gap

Pensions

Fair financial settlement: Divorce and the gender pensions gap

Pensions can often be overlooked in a divorce settlement

clock 04 January 2024 • 5 min read
PCLS after age 75: Everything advisers need to know

Pensions

PCLS after age 75: Everything advisers need to know

Pension commencement lump sums are complicated

clock 18 December 2023 • 4 min read
Exploring the FCA's non-workplace pension cash warning contradiction

Pensions

Exploring the FCA's non-workplace pension cash warning contradiction

Unadvised clients could seek advice after getting cash warning

clock 24 November 2023 • 5 min read
Competition watchdog clears £242m Curtis Banks/Nucleus deal

Companies

Competition watchdog clears £242m Curtis Banks/Nucleus deal

Latest update from business released on 7 September

clock 07 September 2023 • 2 min read
A look at what Consumer Duty means for vulnerable customers

Consumer Duty

A look at what Consumer Duty means for vulnerable customers

'We are all susceptible to the drivers of vulnerability'

clock 31 August 2023 • 4 min read
Expressions of wishes: What's the worst that can happen?

Pensions

Expressions of wishes: What's the worst that can happen?

A critical part of death benefits planning

clock 02 August 2023 • 4 min read
Nucleus' £242m Curtis Banks takeover under CMA investigation

Your profession

Nucleus' £242m Curtis Banks takeover under CMA investigation

It is understood that Nucleus has referred itself to the CMA

clock 19 July 2023 • 1 min read
Is Consumer Duty the 'happily ever after' of pensions?

Consumer Duty

Is Consumer Duty the 'happily ever after' of pensions?

More support for responsible pension saving

clock 26 June 2023 • 4 min read
Most read
01

SJP at a crossroads: Can CEO FitzPatrick reinvent the wealth giant for a new era?

17 December 2024 • 11 min read
02

Experienced financial planner launches own firm

20 December 2024 • 4 min read
03

Why IHT on pensions is a huge capital drawdown opportunity for wealth advisers

19 December 2024 • 5 min read
04

No more IHT relief on pensions: How to maximise alternative tax-efficient vehicles

19 December 2024 • 5 min read
05

Chancellor's move to pause Pensions Review 'deeply disappointing'

16 December 2024 • 3 min read