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  • Adviser Home
  • Products and Fees
    • Your Future SIPP
      • How to apply
      • Your Future SIPP Fee Offers
    • SSAS
      • SSAS Technical Information
    • Literature
  • Due Diligence
  • Consumer Duty
  • Investments
    • Investments
      • Investment Process
    • Gold
    • Cash
      • Bank Interest
    • Investment Partners
    • Commercial Property
      • Types of allowable property
      • Ways to invest
      • Solutions and Services
    • Bespoke Investments
  • Literature
  • Technical Hub
    • Technical Hub
    • News
    • Technical Training
    • CPD On Demand
    • Adviser Tools & Calculators
    • Case Studies & Fact Sheets
    • Glossaries
    • Guidance Notes
  • Secure Portal Login

  • Client Home
  • Investments
    • Investments
    • Commercial Property
      • Funding a property purchase
      • Ways to hold commercial property
  • Literature
  • Accessing my Pension
    • Accessing my Pension
    • Pension Commencement Lump Sum
    • UFPLS
    • Lifetime Allowance
    • Money Purchase Annual Allowance
  • Contributing to your pension
  • Inheriting a Pension
    • Passing on Pension Wealth
    • Expressions of Wishes
    • Notifying us of a death
  • Scam Awareness
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  • ESG
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Your Future.
Our Focus

Leading the way in self-invested pensions for the modern world of retirement. 
Creating a bespoke experience dedicated to you.

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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 approximately £80 billion of assets under administration, helping nearly 5,000 advisers make retirement more rewarding for almost 250,000 customers. Click here to read more.

Limited Time Deal

in specie property transfer

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 30 November 2023.

To find out how you could save your client over £850, leave your contact details and one of our Business Development Managers will you give you a call.

Request a call back

Literature

Complex made simple

Find literature and forms for all of our products

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Your Future SIPP

Welcome to 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

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Technical Hub

Discover more

Access our CPD On Demand, technical fact sheets, case studies and our views on the latest pension market developments

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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.

Find out more

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.

For Your Future SIPP and Suffolk Life SIPPs

T: 01473 296 969

E: sippsupportteam@curtisbanks.co.uk

For Curtis Banks SIPPs

T: 0117 332 4080

E: cmt@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

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Via our portal

Please send us your forms and instructions securely by using our convenient and encrypted messaging feature on the Curtis Banks portal.

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Via email

If you'd like to speak directly to a member of the team or send us an email, please search our Contact page to find the relevant contact details.

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Via virtual assistant

You can also use our virtual assistant located at the bottom right of the page to help you with your query by clicking 'How can I assist you today?

Latest News

Press
Curtis Banks | November 28, 2023

Exploring the FCA’s non-workplace pension cash warning contradiction

Caitlin Southall, Pension Technical Manager, explores the FCA’s non-workplace pension …

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Press
Curtis Banks | November 27, 2023

Triple lock lives to see another day: Industry reacts

Caitlin Southall, Pension Technical Manager, shares her thoughts with Money …

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Press
Curtis Banks | November 24, 2023

Caitlin Southall discusses Minimum Energy Performance of Buildings Bill

Pension Clients should consider the proposed energy improvement roadmap when …

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Press
Curtis Banks | November 23, 2023

2023 Autumn Statement press reaction

“In an ideal world, the abolishment of the LTA will …

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Dedicated 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.

 

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Curtis Banks Logo
Bristol
3 Temple Quay
Bristol
BS1 6DZ
T: 0117 910 7910
F: 0117 929 2514
Ipswich
153 Princes Street
Ipswich
Suffolk
IP1 1QJ
T: 0370 414 7000
F: 0370 414 8000
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© 2023 Curtis Banks Group. All rights reserved.

We do not offer advice on - or judge the suitability of – SIPPs or their investments.

If you are a consumer interested in a SIPP you should seek the advice of a financial adviser.