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

Festive opening hours 2019

Tuesday 24 December: 9am – 12.30pm

Tuesday 31 December: 9am – 3pm

All other dates, excluding bank holidays will be business as usual.

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.

Award winning - Your Future SIPP 2019 Investment Life & Pensions Moneyfacts Awards

We are absolutely delighted to announce that we have won the Innovation Award for Your Future SIPP and picked up a Highly Commended Award in the Best SIPP Provider category at the 2019 Investment Life & Pensions Moneyfacts Awards.

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.

Press

Over 50% of adviser queries are on death benefits rules

Over half of the technical queries we’ve received in the past month were on death...
Curtis Banks | 08.11.2019
Read more
Event

Walker Cambria Quarterly Seminar

We are delighted to be partnering with Walker Cambria to invite you to the Walker...
Curtis Banks | 30.09.2019
Read more
Blog

Award winners - 2019 Investment Life & Pensions Moneyfacts Awards

We are absolutely delighted to announce that we have won the Innovation Award for Your...
Curtis Banks | 20.09.2019
Read more
Event

Money Marketing Interactive

We are delighted to be sponsoring and exhibiting at Money Marketing Interactive in Harrogate this...
Curtis Banks | 10.09.2019
Read more

CURTIS BANKS Your future, Our focus drives everything we do. Watch the video to find out more

We exist to help advisers manage their clients’ future, their way. At Curtis Banks we lead the way in self-invested pensions for the modern world of retirement, and set the benchmark for service excellence that works for each and every adviser, each and every client. Your Future, Our Focus.

Since 2009 Curtis Banks has grown to be the UK’s largest independent SIPP and SSAS provider. Find out why more than 77,500 customers choose to manage their retirement planning with us.

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

Webinar The Tapered Annual Allowance and Carry Forward

We recently partnered with Sense Network for a webinar to discuss the Tapered Annual Allowance and Carry Forward.

Catch up on the session by Curtis Banks Pension Technical Manager Jessica List 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

Our secure
portal

Your Future SIPP

Curtis Banks

Tell us what you are
looking for?