Advisers

We don’t provide investments of our own, but we do provide access to the open market of investment providers, platforms and brokers. You choose who to use in our pensions.

We’ll provide your client with your recommended pension, and accept your instructions to operate it effectively.

We’ll provide you, and your client if required, access to our secure portal where you can view up to date information and perform a number of crucial transactions and money movements

We’ll settle the fees you agreed with your client directly from their pension.

Working together, we can deliver the recommendation and commitments you’ve made to your client. Were already looking after the retirement funds of over 78,800* clients – make sure your next recommendation is for a Curtis Banks pension.

We are delighted that Curtis Banks have been awarded Best SIPP Provider at the Money Marketing Awards 2023. The award recognises the extensive expertise, our focus on our customer service, our wide range of investment options and our significant experience in the SIPP industry.

To learn more about our products, our range of investment options or our award winning service, speak with your local Business Development Manager.

We are a strong and stable provider, here for the long term and have received a financial strenght assessment of B ‘Strong’ from AKG. We have also received 5 star ratings from Defacto and Moneyfacts for Your Future SIPP.

We know you will need due diligence information about Curtis Banks as part of your recommendation. We have a dedicated section relating to due diligence, which you can view using the below link.

We offer automated adviser charging, an invoice free process to pay your advice fees, directly from a Your Future SIPP with Curtis Banks.

You’ll receive an automated confirmation email after every payment, and you’ll receive payment within 5 working days of funds being made available in the SIPP.

You can even choose how often you would like to receive payments: monthly, quarterly, annually or bi-annually.

All you need to do is complete our Terms of Business document,and return this to us along with confirmation of where we should send the automated confirmation emails.

You’ll need to arrange for sufficient funds to be made available in the pension to enable us to pay your fees. There are different ways to do this, including setting up a standing order with a Discretionary Fund Manager, or requesting funds from an investment account.

Find out more by speaking with your local Business Development Manager.