20 Sep 2021
Moneyfacts Group present a series of awards throughout the year rewarding exceptional financial products and services in the UK. Curtis Banks awarded Best SIPP Provider for the second consecutive year at the Investment Life & Pensions Moneyfacts Group plc Awards 2021.
10 Sep 2021
Total annual wealth passing from one generation to the next is forecast to rise from the current level of £69 billion to around £115 billion per year by 2027, according to a ground-breaking report from probate specialists Kings Court Trust.
9 Sep 2021
Curtis Banks is developing a tool which will, among other things, allow self-invested personal pension applications and quotes to be added directly into adviser platforms. According to its half year results, published this morning (September 9), the provider is looking to boost its technology offering on the back of its acquisition of fintech firm Dunstan Thomas.
13 Jul 2021
The UK SIPP market has continued to attract an average of approximately £2bn of new business annual premium equivalent each year since pension Freedoms went live in April 2015. According to the FCA, £20.8bn was transferred out of DB plans into DC plans in 2017 alone, and close to 99% of that money goes into SIPPs as, according to XPS Pensions Group, nearly all DB transfer monies go into SIPPs today.
24 Jun 2021
The session, which took place on Thursday 24th June, focused on exploring the merits and pitfalls associated with recommending switches between SIPP and SSAS pension schemes. What are the circumstances which make this switch a good recommendation and when should it be resisted?
18 May 2021
In response to increased market demand to streamline the administration of SSAS books over the last year, the retirement solutions specialist and fintech innovator Dunstan Thomas, formally launched Imago Administration for Small Self-Administered Schemes (SSAS) pensions today.
12 May 2021
On our panel for the next Dunstan Thomas webinar, 'Shaping Income in Retirement', going ahead on 26th May is...
12 Apr 2021
We've been recognised as a Top Rated Full SIPP Provider by FT & Investors Chronicle. A full SIPP with Curtis Banks offers direct access to our commercial property expertise. We have a dedicated team of property professionals who manage in excess of 6,250 properties on behalf of thousands more clients within the Curtis Banks Group.
7 Apr 2021
Sipp provider Curtis Banks has seen its profits dip, but revenues and assets jump as it looks to bed in a number of significant acquisitions.
29 Mar 2021
The Small Self-Administered Scheme (SSAS) has come back into the spotlight recently, and currently enjoys relatively light touch regulation.
23 Mar 2021
Here at Dunstan Thomas, we are always looking for ways to improve our products. One clear way to achieve this is by making substantial changes to branding and styling, giving the product a fresh, modern edge. Consequently, we have just released our new Neo skin, which radically changes the look of Integro CX, bringing a new, refreshed look to the product.
22 Feb 2021
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