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.
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 Now live
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 most recent CPD content, including our latest webinar series ‘Technical Focus Live’, 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, are also available.
Webinar Blending discretionary and smoothed investment solutions to provide better client outcomes
We recently partnered with Prudential and Quilter Cheviot to present a 60 minute CPD webinar which considered the importance of reviewing drawdown clients in these uncertain times and how blending investment strategies and investment managers could lead to better client outcomes.
Catch up with the session here.
Meet the Joneses Financial planning for future generations
We invite you to meet the Joneses through our series of comprehensive case studies. See how the family plans for its future by taking advantage of the flexibility that pensions allow across the generations.
SSAS: key questions answered
Death benefit discretion problems revisited
Getting to grips with pension sharing orders
2019 full year results
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