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Curtis Banks

The acquisition of Talbot and Muir by fellow SIPP provider Curtis Banks has satisfied its pre-conditions, including approval from the Financial Conduct Authority.

SIPP provider Curtis Banks saw a 4% increase in assets under administration to £28.6bn in the first six months of 2020.

SIPP provider Curtis Banks has launched a CPD On Demand Hub, offering Financial Planners the opportunity to top up their CPD online.

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.

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.

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.

Curtis Banks has reported pre tax profit up by 8% to £10.9m for 2019.

Curtis Banks has become a sponsor of rower Victoria Evans who is attempting a world-record solo row across the Atlantic.

SIPP and SSAS provider Curtis Banks has called for the protection of pension tax relief in the Budget on 11 March amid concerns relief could be chopped back or axed.

Curtis Banks, the SIPP and SSAS provider, has predicted that growth in the retirement advice sector in 2020 will come mainly from pension savers and advisers changing or switching existing drawdown plans.

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