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  • Curtis Banks Curtis Banks

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

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Ways to contact us:

Send us forms and instructions securely via secure message from the portal. If you would like to speak to a member of the team or send us an email, please search our Contact page to help direct you to the right team. You can also use our virtual assistant at the bottom right of the page to help resolve your query by clicking ‘How can I help you today?’.

Living Wage employer

We are delighted to announce Curtis Banks has become a Living Wage Foundation accredited Employer, joining over 9,000 organisations across the UK who voluntarily choose to pay the real Living Wage because we believe a hard day’s work deserves a fair day’s pay.

The real Living Wage is an independently calculated hourly rate of pay based on the actual cost of living and is higher than the government’s minimum or National Living Wage.

Curtis Banks partners with Intergenerational Foundation

We are proud to announce we are partnering with the Intergenerational Foundation, the research and education charity whose mission is to promote intergenerational fairness and protect the interests of younger and future generations across all areas of policy.

We are aligned with the Intergenerational Foundation in wanting to ensure the efficient passing of wealth between generations and to protect the interests of younger and future generations. Through our partnership, we aim to raise the profile of rising inequalities and work with policy makers to ensure fairness between generations.

A report launched today to mark the 10 year anniversary of the foundation of the Intergenerational Foundation analyses what has changed for younger people during that time. The report, “Left Behind: A decade of intergenerational unfairness” shows young people in the UK have lived through a decade of rising intergenerational unfairness, having fallen behind in 9 out of 10 policy areas, with COVID-19 hitting younger people hardest widening the inequality between the old and the young.

The report is now available to read on the Intergenerational Foundation website. Read our Press Release for more details.

Latest News: Developing property within a pension

  Developing property within a pension has always been a popular part of many property investment journeys, offering a range of potential benefits to investors. Advisers, if you are new to the idea of developing property, or have clients who are considering it but are not sure where to start, Pension Technical Manager Jessica List covers some of the key points to consider in IFA Magazine.
Curtis Banks | 13.05.2022
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Press

Pass the (property) parcel - Succession planning in pensions

  Pension Technical Manager Jessica List looks at two ways of passing on a commercial...
Curtis Banks | 12.05.2022
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Press

Cost of living crisis

  Pension Technical Manager Jessica List looks at the cost of living crisis and outlines...
Curtis Banks | 10.05.2022
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Press

Curtis Banks comments on the latest House of Commons Work and Pensions Committee Report on Pensions Freedoms

  Pension Technical Manager Jessica List comments on the latest House of Commons Work and...
Curtis Banks | 06.05.2022
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Press

Inherit and exit is advisers’ next gen risk

Should you involve family members in succession planning with clients? During Global Intergenerational Week, Jessica...
Curtis Banks | 04.05.2022
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Best SIPP Provider Award 2021 Investment Life & Pensions Moneyfacts Awards

We are absolutely delighted to have been awarded ‘Best SIPP Provider’ for the second consecutive year at the recent Investment Life & Pensions Moneyfacts Group Awards 2021.

Thank you to all the advisers who voted for us.

AKG RATING CURTIS BANKS RETAINS AKG STRONG ‘B’ RATING

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

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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

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Insights Discover more

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

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CPD On Demand

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

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.

CPDOnDemand

Your Future SIPP Your SIPP of choice

Future proof your recommendation from day one with Your Future SIPP. Key features include zero cost online applications and access to a wide range of market investment platforms, brokers and discretionary managers providing you with the flexibility you expect. Underpinned by great personal service and a fully responsive digital experience via our secure portal, you can get started with Your Future SIPP today.

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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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This website is aimed at professional advisers and firms rather than consumers. We do not offer advice on - or judge the suitability of – SIPPs or their investments. If you are a consumer interested in a SIPP you should seek the advice of a financial adviser.
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