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


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

Curtis Banks is fully 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.

Top tips of 2020 and looking forward to 2021 Webinar, 27 January, 2021


We are delighted to invite you to join us for our first webinar of 2021 – ‘Top tips of 2020 and looking forward to 2021’. Find out more and register for the first combined session from our technical experts Pension Technical Manager Jessica List and Technical Sales Manager Barry Foster.


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


Providers must continue digital evolution to cater for intermediaries

Pension Technical Manager Jessica List discusses why pension providers must evolve and improve their technology,...
Sam Walker | 31.12.2020
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Top tips of 2020 and looking forward to 2021 - Curtis Banks webinar, 27 January, 2021

We are delighted to invite you to join us for our first webinar of 2021...
Curtis Banks | 22.12.2020
Read more

The risk of forgetting an expression of wishes

Pension Technical Manager Jessica List uses a case study to emphasise the importance of making...
Curtis Banks | 17.12.2020
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Death benefits - How to manage conflict over asset distribution

Pension Technical Manager Jessica List adds commentary on death benefits in an article looking at...
Curtis Banks | 10.12.2020
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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.


Offices Get in


3 Temple Quay
T: 0117 910 7910
F: 0117 929 2514


Suite 3
West Port House
144 West Marketgait
T: 01382 200306
F: 01382 313797


153 Princes Street
T: 0370 414 7000
F: 0370 414 8000

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