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About Who we are.

Background our experience

Since 2009 the Curtis Banks Group has grown to be one of the UK's largest independent SIPP and SSAS providers, looking after over 79,000 clients.

What we do

Curtis Banks specialises in self-invested pensions. Our senior team has been involved with small self-administered schemes (SSASs) since 1995, giving us almost unrivalled experience in this field. Since 2009 we’ve grown through a combination of acquisitions and organic growth, and have maintained our focus on robust service, modern technology and innovation throughout.

We understand that choosing the right SIPP provider is an important decision, ensuring that a provider is financially stable and set to be around for the long term. We are delighted that the Curtis Banks Group has been given a strong ‘B’ Financial Strength Assessment rating from AKG. Read the report for further details.

Read our Curtis Banks Group Due Diligence document to give you confidence that we are your SIPP provider of choice.

Curtis Banks Group ESG Strategy and Policy

We are delighted to announce the launch of our ESG strategy – an exciting step forward for the Curtis Banks Group, demonstrating the importance we place and our commitment to act on important issues to society, the economy and the environment.

Read our full statement here.

How to protect yourself from Pension Scams

For further information please use the following links:

  • fca.org.uk/scamsmart
  • moneyhelper.org.uk/en/money-troubles/scams

Our story Your Future, Our Focus

Find out why we are the SIPP provider of choice for the modern world of retirement

Curtis Banks Corporate Social Responsibility

Our ambition is to take an active role in sustaining and improving our community, both directly and through supporting others.

Find out more about our commitment to CSR.

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Curtis Banks Our Culture

We exist to help you manage your future, your way, providing the very best self-invested experience and unrivalled personal service throughout every stage of your journey with us.

Read more to find out why a strong culture is central to our business.

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Curtis Banks Our Financial Strength

The Curtis Banks Group administer over 79,000 SIPPs and hold over £37.4 billion in assets under administration. For the 12 months to 31 December 2021 our adjusted profit before tax was £14.0 million (up 4.7% from £13.4 million in the same period in 2020).

Click below to find out why we are a strong and stable SIPP Provider for the long term.

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our people meet the
team

group board & senior management:

Will Self

Chief Executive Officer
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Jane Ridgley

Chief Operating Officer
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Dan Cowland

Chief Financial Officer
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Careers Join the Team

At Curtis Banks, we believe that a business can only be as successful as the people who work for it. Our commitment to encourage employees to take responsibility for their career, encouraging them and offering opportunities for advancement, is an integral part of our business strategy.

If you see your ideal job why not get in touch? We look forward to meeting you.
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Complaints

We all know that sometimes things go wrong. If this happens we want to put it right quickly. As a valued customer of Curtis Banks, we want you to tell us if our products, our service or our people do not meet your expectations.

 

  • Complaints Policy
  • Complaints Reports

Curtis Banks Group Reports

Curtis Banks Group

Board Diversity Report

pdf | 736 KB
Download
Curtis Banks Group

Suffolk Life Gender Pay Gap Report

pdf | 288 KB
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Curtis Banks Group

Curtis Banks Gender Pay Gap Report

pdf | 309 KB
Download

The PTL Governance Advisory Arrangement (‘GAA’) Reports

If you are a policyholder for a Curtis Banks workplace pension and would like to make any representation to the GAA you should contact gaa@curtisbanks.co.uk, alternatively you can contact the GAA directly at contactgaa@ptluk.com.
Curtis Banks Group

Terms of Reference - The PTL Governance Advisory Arrangement ('GAA') Report

pdf | 240 KB
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Curtis Banks Group

The PTL Governance Advisory Arrangement ('GAA') Report 2021

pdf | 1 MB
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Curtis Banks Group

The PTL Governance Advisory Arrangement ('GAA') Report 2020

pdf | 2 MB
Download
Curtis Banks Group

The PTL Governance Advisory Arrangement ('GAA') Report 2019

pdf | 2 MB
Download
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© 2019 Curtis Banks Group. All rights reserved.
This website is aimed at professional advisers and firms rather than consumers. 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.
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  • Please note: New registrations for portal access for Advisers will take up to 1 working day to process and you will receive confirmation once your account has been activated. Please do not try and log in before your confirmation is received.

  • Advisers and Clients with previous Suffolk Life portal access should now log in to the Your Future SIPP or Suffolk Life portal. If this is the first time you have logged in to Your Future SIPP portal, simply login with your Suffolk Life details and for security reasons you will be prompted to change your password for future access.

  • Clients with no portal access please contact SIPP Support via phone 01473 296 969 or email sippsupportteam@curtisbanks.co.uk to request an account.

  • Curtis Banks users who have Curtis Banks SIPP or SSAS should continue to log in via the Curtis Banks portal. For any questions regarding Curtis Banks portal access please click here to contact the relevant team.
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