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The Curtis Banks SIPP

SIPPs provide mainstream pension products for clients who demand flexibility and control. The Curtis Banks SIPP is designed to be the product of choice for a wide spectrum of clients and their advisers, incorporating a range of features:

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The following are required to set up a Curtis Banks SIPP (Application form available via secure login):

  • Clients and advisers can invest in funds of their choice, using our own streamlined dealing arrangements or their existing brokers and fund managers. Our website then gives them online access to current investment valuations, banking transactions and other client data.
  • We have the expertise to handle all types of investments and flexibility, such as property, unquoted equities and in specie payments. We can put you in touch with a solicitor from our preferred panel to carry out property conveyancing or clients can use their own solicitors. We provide all the features of a full SIPP.
  • A flexible fee structure ensures that the product is competitive for a wide range of clients, from simple ‘single investment’ cases to more complex pension arrangements. Clients only pay for what they need.
  • Our experienced staff are able to deliver a high level of service, backed up by our investment in market-leading systems.

Our senior team set up its first SIPP in 1995 and we have hands-on experience of a successful SIPP operation since then. Our SIPP is specifically designed for clarity and ease of use by clients and their advisers, giving them a bespoke, high quality product.

Visit Literature  for further information in the form of Guidance Notes, forms and case studies.