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



As at market close 09.07.20 Curtis Banks Share Price (CBP) : 224.00 GBX



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.

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.

 

Press

SSAS: key questions answered

Head of Key Accounts & Third Party Relationships Charlie Dewey answers the key questions of...
Curtis Banks | 23.06.2020
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Press

Death benefit discretion problems revisited

Pension Technical Manager Jessica List revisits the issues surrounding discretionary death benefits in her latest...
Curtis Banks | 17.06.2020
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Press

Getting to grips with pension sharing orders

Pension Technical Manager Jessica List uses one of our Meet the Joneses intergenerational planning case studies...
Curtis Banks | 14.05.2020
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Press

Pension Freedoms five years on

Pension Technical Manager Jessica List considers what has changed five years on from the introduction...
Curtis Banks | 13.05.2020
Read more

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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