Press
How can we demystify the world of pensions?
Caitlin Southall, Pension Technical Manager, speaks to Money Marketing in …
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Our Focus
Leading the way in self-invested pensions for the modern world of retirement. Creating a bespoke experience dedicated to you.
Announcement
We are pleased to announce that the acquisition of Curtis Banks by Nucleus has now completed. Bringing together Nucleus and Curtis Banks creates a leading retirement focused adviser platform with £99.2 billion of assets under administration, helping nearly 5,500 advisers make retirement more rewarding for almost 235,000 customers. Click here to read more.
Fee Offers
We’ve made it even easier for you to recommend Curtis Banks to your clients, with exclusive offers on cash, in specie and commercial property transfers. Take advantage and save your clients money when transferring to a new Your Future SIPP.
To find out how you could save your client over £1,000, leave your contact details and one of our Business Development Managers will you give you a call.
Literature
Complex made simpleFind literature and forms for all of our products
Your Future SIPP
Welcome to your future SIPPPacked 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
Technical Hub
Discover moreAccess our CPD On Demand, technical fact sheets, case studies and our views on the latest pension market developments
Consumer Duty
The introduction of Consumer Duty takes consumer protection within financial services, to the next level. Further enhancing the focus on delivering good customer outcomes through a series of cross cutting rules, outcomes and an overarching consumer principle. To help advisers and their businesses navigate their own Consumer Duty journey, we’ve created a dedicated web page providing relevant information such as our Target Market documents.
Getting help if you need support
We continually strive to deliver an inclusive service for all. Everyone has the right to, and should be treated fairly no matter who they are or what they may be going through in life. If you consider yourself to have a vulnerability or require accessibility support, please feel free to get in touch to see how we can make adjustments.
E: sippsupportteam@curtisbanks.co.uk
There are also a number of third party resources available to help those who may need additional support. Contact details for some of these resources can be found here.
Ways to contact us
Via our portal
Please send us your forms and instructions securely by using our convenient and encrypted messaging feature on the Curtis Banks portal.
Access Portal
Via email
If you'd like to send us an email, please search our Contact page to find the relevant contact details.
Contact Page
Via phone
If you'd like to speak directly to a member of our team you can call us on 0370 414 7000
Call usLatest News
Press
How much of an uphill struggle is a simplified advice regime?
“Legislation is changing and pensions are being used as a …
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Fair financial settlement: Divorce and the gender pensions gap
Caitlin Southall, Pension Technical Manager, speaks to Professional Adviser about …
Learn morePress
Pensions, tax and the political boot
Caitlin Southall, Pension Technical Manager, speaks to Professional Paraplanner about …
Learn moreDedicated to Service Excellence
Every relationship is important to us. Looking after your pension is an important responsibility, and one that we take very seriously. SIPPs and SSASs are complex, and no two plans or clients are the same. We have everything from simple portfolios run by a single investment manager, through to large syndicates of clients jointly holding multiple commercial properties. We work hard to deliver the highest standards of service to your adviser, so they can deliver the best possible service to you.