Curtis Banks announce that independent ratings agency AKG has given Curtis Banks a Financial Strength Assessment rating of ‘B’ Strong, as we retain this rating for a fifth consecutive year.

On Thursday 30th June, Dunstan Thomas held our fourth webinar of the year - focusing on how our industry can support increasing numbers of Retiring Baby Boomers’ in their desire to subsidise their children and grandchildren from their Retirement Income.

Dunstan Thomas founder and CEO Chris Read has taken the role of chief growth officer at parent company Curtis Banks Group. He will be replaced as CEO by COO of six years Ihab El-Saie.

Retirement technology provider Dunstan Thomas has promoted its chief operating officer Ihab El-Saie to chief executive as long-standing CEO Chris Read moves to a senior position at parent company Curtis Banks.

The focus of intergenerational wealth transfer to date is often on inheritance tax planning and Will writing. However, a recent study of the Baby Boomer generation which Dunstan Thomas has just completed, finds that:

Dunstan Thomas, the pensions specialist fintech, exhibited at the AMPS Annual Conference 2022, held at 1 Wimpole Street in London. The event was the AMPS committee’s first in person event since October 2019 and was a great opportunity for Dunstan Thomas to present its wide range of pensions illustrations, administration, and portal solutions.

A growing body of research suggests that a significant number of UK employees are suffering from financial stress which in turn is negatively impacting their mental and physical wellbeing. However, many people do not have access to financial guidance or advice.

Dunstan Thomas, the pensions specialist fintech, has commissioned a nationwide study to explore the financial health of the UK’s Baby Boomer generation. This research follows Dunstan Thomas’ 2017 study into the retirement journeys of Baby Boomers, mapping out the changes in the UK landscape over the last 5 years.

Is it easier to disentangle an owner from a SSAS or a SIPP which is closely connected with the finances of a business he/she is selling?”. And what are the steps in terms of valuation and extracation?

TA quarter (25 per cent) of Baby Boomers plan to or have already used regulated financial advice to gain more knowledge about pensions before they fully retire. A further 15 per cent plan to use, or have already used, guidance services from the likes of Citizens Advice Bureau, MoneyHelper and Pension Wise services.

There is some speculation that on Spring Budget Day on Wednesday 23rd March, the Chancellor Rishi Sunak will announce plans to phase out or even scrap tax-free cash as he searches for ways to recoup HM Treasury losses incurred during the pandemic and pay for anticipated new costs associated with placing stringent economic sanctions on Russia as it continues to prosecute its war on Ukraine.

As the first single company CDC is set to go live this autumn for Royal Mail employees, we invited Angela Gough, Head of Corporate Pensions at the Royal Mail to talk to us about the lessons learnt on the long road to creating the UK’s first CDC pension and discuss what opportunities it creates for the whole pensions market in the future.

Curtis Banks are sponsoring Victoria Evans, a London-based sports lawyer, and her World Record attempt to become the fastest female to solo row the Atlantic. Victoria has been battling the tough challenging conditions of the Atlantic since her departure from Tenerife on 11 February.

There is a creeping concern that 2021’s obsession with setting organizations on a path to Net Zero, has meant that the S and the G of ESG appear to be already revealing the largest gaps in terms of data availability. Or to put it another way: how do we deliver a just economy as well as a greener one?

Christopher Read, CEO of Dunstan Thomas, has authored a book called 42. The book was written to support the charity Singing Gorilla Projects, a charity based in Uganda. During the COVID-19 lockdown, Chris was commissioned by Retirement Planner to write a weekly opinion piece on the thoughts of a business leaders during this time.

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.

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.

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.

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.

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?

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.

On our panel for the next Dunstan Thomas webinar, 'Shaping Income in Retirement', going ahead on 26th May is...

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.

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.

The Small Self-Administered Scheme (SSAS) has come back into the spotlight recently, and currently enjoys relatively light touch regulation.

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.