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Tax Year End Deadlines

Please refer to the table and footnotes below for our Group-wide tax year end deadlines

Task Date
New applications Tuesday 30 March
Single contributions (Cheque or CHAPS) Thursday 1 April
Regular contributions (1st April collection date) Wednesday 17 March
New drawdown request1 Monday 15 March
Regular income payments2Payment received by 31 March 2021 (cash and crystallised funds available) Monday 15 March
One off income payments3 – Payment received by 1 April 2021 (cash and crystallised funds available) Monday 15 March

1 Where cash is available for the PCLS payment and all other holdings are via an investment partner. Where cash is not available or investments are held through other parties, these will be reliant on 3rd parties and cannot be guaranteed.
2 If disinvestments or return of funds from an investment manager is required, this will need to be added to the lead time.
3 If disinvestments or return of funds from an investment manager is required, this will need to be added to the lead time.

IMPORTANT INFORMATION

Visit our dedicated COVID-19 webpage for our latest updates and useful documents.

Curtis Banks is operational with a high number of staff working remotely. The best way to contact us is via email or secure message from your portal account. Searching via our Contact page will help direct your message to the right team. If you need to phone us please search our Contact page to help direct your call to the right team.

Rent concessions and suspension
We understand that this is an extremely difficult time for many businesses and that our tenants may have questions about paying rent. This guidance note contains key information and may be the fastest way to get an answer to your query. If you still have questions after reading this guidance note, please contact our Property Credit Control team who are working hard to respond to emails as soon as possible.

Proactive Investors Curtis Banks Group - Trading and Operations Update

December 2020: Curtis Banks Group CEO Will Self recently spoke with Proactive London to discuss how the new changes to the business model will fit into the wider transformation of the Group.

AKG RATING CURTIS BANKS RETAINS AKG STRONG ‘B’ RATING

We are delighted to announce that independent ratings agency AKG has given Curtis Banks a Financial Strength Assessment rating of ‘B’ Strong. We are pleased to have retained this rating for a third consecutive year. Read the full report here.

Best SIPP Provider Award 2020 Investment Life & Pensions Moneyfacts Awards

We are absolutely delighted to have been awarded ‘Best SIPP Provider’ at the recent 2020 Investment Life & Pensions Moneyfacts Awards. Thank you to all the advisers who voted for us.

Please visit out SIPP page to discover what makes Your Future SIPP the only SIPP you will ever need both pre and post retirement.

Moneyfacts Best SIPP Provider Award 2020

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Press

Pension tax planning

As we approach the end of the tax year, Pension Technical Manager Jessica List pinpoints...
Curtis Banks | 03.02.2021
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Press

Retirement planning challenges and tips for mixed age couples

Pension Technical Manager Jessica List explores the key retirement planning considerations for couples with larger...
Curtis Banks | 28.01.2021
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Press

Andy Stuart-William joins Curtis Banks as head of product and communications

We are delighted to welcome Andy Stuart-William to Curtis Banks in the newly created role...
Curtis Banks | 25.01.2021
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Press

Curtis Banks appoints Jill Lucas as a Non-Executive Director

We are delighted to announce Jill Lucas has been appointed as a Non-Executive Director for...
Curtis Banks | 19.01.2021
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CPD On Demand

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Catch-up with our most up to date CPD content including our Challenge Accepted, Technical Focus Live, SIPP Opportunities and Meet the Joneses webinar series.

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Bristol

3 Temple Quay
Bristol
BS1 6DZ
T: 0117 910 7910
F: 0117 929 2514

Dundee

Suite 3 West Port House
144 West Marketgait
Dundee
DD1 1NJ
T: 01382 200306
F: 01382 313797

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153 Princes Street
Ipswich
Suffolk
IP1 1QJ
T: 0370 414 7000
F: 0370 414 8000

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