Leading the way in self-invested pensions for the modern world of retirement – creating a bespoke experience dedicated to you.
Your Future. Our Focus.

IMPORTANT INFORMATION

Curtis Banks is operational with a high number of staff working remotely, and you can still reach us via email or secure message from your portal account. Searching via our Contact page will help direct your message to the right team.

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

Press

Acquisitions of Talbot and Muir and Dunstan Thomas

Curtis Banks has reached agreement to acquire the SIPP and SSAS operator Talbot and Muir,...
Curtis Banks | 23.07.2020
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Press

Plan for the unforeseen

Pension Technical Manager Jessica List highlights some of the features of Your Future SIPP that...
Curtis Banks | 14.07.2020
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Press

Advisers unite in call to scrap lifetime allowance

In a recent Curtis Banks CPD webinar we polled advisers to ask if the lifetime...
Curtis Banks | 09.07.2020
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Press

Pensions advice for clients with Ill-heath or serious ill-health

Group Communications Director Greg Kingston uses a case study to explain the difference between with...
Curtis Banks | 06.07.2020
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Rent Concessions & 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.

CPD On Demand Navigating success for tomorrow’s advisers

Our CPD On Demand hub is now live and offers you the opportunity to top-up your CPD learning and knowledge.

Visit our CPD On Demand hub to catch-up with our CPD content, including our ‘Technical Focus Live’ webinar series which focusses on particular technical issues in depth in each session. Recordings from our ‘SIPP Opportunities’ webinar series, which offers the chance to explore the opportunities and flexibility offered by SIPPs, and our intergenerational planning ‘Meet the Joneses’ webinars, are also available.

 

Navigating success for tomorrow’s advisers

Join us for our new weekly webinar series designed specifically for trainee planners and administrators. Starting Tuesday 18 August hosted by our Pension Technical Manager – Jessica List, the interactive series will introduce key areas of pension knowledge that will put your in control of your learning, helping you to get ahead.

Topics that will be covered include:

  • Contributions and tax relief
  • Annual allowance, carry forward, tapering, and the money purchase annual allowance
  • Taking benefits: retirement ages, how pension benefits are taxed, annuities/drawdown, tax free cash
  • Lifetime allowance
  • Expressions of wishes and death benefits.

Challenge accepted?

Register for the morning webinars.

Register for the afternoon webinars.

Please feel free to register for both and decide on the day which you’d like to attend.

Literature
Complex made simple

Find literature and forms for all of our products

Your Future SIPP Introducing Your Future SIPP

Packed with all the features that you would expect from a SIPP with an eye on the future, find out more and apply for Your Future SIPP

Insights Discover more

Access our technical fact sheets, case studies and our views on the latest pension market developments

2019 Financial Adviser Service Awards

We are delighted to announce our success at the 2019 Financial Adviser Service Awards where we received the ‘Most improved provider’ award in the Life and Pensions category and were awarded a 4 star (out of 5) service rating.

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 second year. Read the full report here.

Offices Get in
touch

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

Ipswich

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

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