SIPP provider Curtis Banks has added a series of tools and calculators to help Financial Planners tackle complex pension calculations.

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 and CEO Chris Read has taken the role of chief growth officer at parent company Curtis Banks Group.

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.

Inheritance tax planning is a major driver for 58 to 75 year olds seeking regulated financial advice.

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.

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.

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.