Displaying items by tag: Dunstan Thomas
Curtis Banks adds pension calculation tools
SIPP provider Curtis Banks has added a series of tools and calculators to help Financial Planners tackle complex pension calculations.
SIPP ‘Boomers’ driving demand for regulated advice
A new survey warns that many Baby Boomers - those aged 58-75 bracket - are being forced into early retirement and would prefer to retire later - past 70 in many cases.
Dunstan Thomas founder takes senior role in Curtis Banks
Dunstan Thomas founder and CEO Chris Read has taken the role of chief growth officer at parent company Curtis Banks Group.
Curtis Banks reports 2,500 drop in SIPP numbers
SIPP provider Curtis Banks has reported a modest 4.7% rise in pre-tax profits to £14m as SIPP numbers fell year on year by 2,544.
IHT planning and pensions driving ‘Boomer’ advice demand
Inheritance tax planning is a major driver for 58 to 75 year olds seeking regulated financial advice.
Curtis Banks AUA rises 11% following acquisitions
Assets under administration for Curtis Banks increased by 11% to £32.4bn in 2020 (2019: £29.1bn) including five months of contribution from the Dunstan Thomas acquisition and two months contribution from the acquisition of Talbot and Muir.
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.
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.