We have made it even easier for you to recommend Curtis Banks to your clients, by offering an exclusive offer on in specie property transfers. Take advantage and save your clients money when transferring a commercial property to Your Future SIPP by the end of 2022. To find out how you could save your client over £800, leave your contact details here and one of our Business Development Managers will you give you a call.
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?’.
We are no longer operating from the Curtis Banks office premises in Dundee. All of our Dundee teams will continue working remotely, remaining available for contact via their existing phone numbers and email addresses, ensuring continued delivery of our service to advisers and clients. Please send any post intended for Dundee to our Bristol office.
Full details here.
We’re updating our transfer and benefit request forms to comply with the new ‘stronger nudge’ regulations that take effect from 1 June 2022. The new forms are available now in our Literature Library. If you have any questions about the new requirements, please visit our Contact page to find details for the correct team.
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 fifth consecutive year. Read the full report here.
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 pension statistics highlight inequalities
Curtis banks retains AKG ‘B’ Strong rating for fifth year
How to hold unquoted companies in your SIPP
21 years in the world of SIPPs
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.
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.
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
Access our CPD On Demand, technical fact sheets, case studies and our views on the latest pension market developments
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.
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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