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.
Acquisitions of Talbot and Muir and Dunstan Thomas
Plan for the unforeseen
Advisers unite in call to scrap lifetime allowance
Pensions advice for clients with Ill-heath or serious ill-health
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.
Please feel free to register for both and decide on the day which you’d like to attend.
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.
West Port House
144 West Marketgait