Displaying items by tag: Curtis Banks
Curtis Banks reveals top technical queries
SIPP provider Curtis Banks has revealed the top technical queries its support team received in 2020.
Jill Lucas joins Curtis Banks as NED
SIPP provider Curtis Banks has appointed Jill Lucas as non-executive director. She has also been appointed chairwoman of the SIPP provider's fintech Dunstan Thomas.
Major fee rises for Curtis Banks SIPPs
SIPP provider Curtis Banks is to raise SIPP fees substantially in a major overhaul of its charges and the interest it pays on SIPP cash accounts.
Curtis Banks ready for more deals after Talbot takeover
SIPP provider Curtis Banks has received the go ahead from the FCA to complete its acquisition of rival Talbot and Muir.
Curtis Banks completes Talbot and Muir takeover
The acquisition of Talbot and Muir by fellow SIPP provider Curtis Banks has satisfied its pre-conditions, including approval from the Financial Conduct Authority.
Curtis Banks holds steady as assets under administration increase 4%
SIPP provider Curtis Banks saw a 4% increase in assets under administration to £28.6bn in the first six months of 2020.
Curtis Banks launches CPD hub for Planners
SIPP provider Curtis Banks has launched a CPD On Demand Hub, offering Financial Planners the opportunity to top up their CPD online.
Curtis Banks' Greg Kingston dies at 47
SIPP provider Curtis Banks has paid tribute to its group communications director Greg Kingston who has died at the age of 47 in a holiday road accident.
Curtis Banks acquires Talbot and Muir and Dunstan Thomas
The SIPP and SSAS provider agreed to make two acquisitions totalling over £50m: SIPP and SSAS provider Talbot and Muir, and fintech provider Dunstan Thomas.
83% of Financial Planners want LTA scrapped
Over three quarters (83%) of Financial Planners want the Lifetime Allowance (LTA) scrapped due to the complexity of the rules and protections, according to a new poll.