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Curtis Banks > Advisers > Due Diligence

Due Diligence

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.

Adviser Due Diligence

Supporting you with additional information on Curtis Banks

Due diligence on a pension provider is essential to safeguard your clients financial future and ensure that they can make the most of your retirement savings. Below we have highlighted some information that may help you performing your own due diligence on us. If you need further information please reach out to your local Business Development Manager.

We look after the pensions of over 78,500 clients with a value of £35.8bn. Those pensions are administered by around 800 staff in teams in Ipswich, Dundee and Bristol.

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

Money Marketing Awards 2023

Best SIPP provider

We are thrilled 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, 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.

 

AKG

Our strong ‘B’ Financial Strength Assessment rating

We are delighted that the Curtis Banks Group has been given a strong ‘B’ Financial Strength Assessment rating from AKG for a fifth consecutive year. Read the report for further details.

We are delighted that the Curtis Banks Group has also received a 4 star rating for Service, Image and Strategy, and 5 star rating for Business Performance.

Defaqto

We are delighted that Your Future SIPP has been independently rated and received a 5 star rating from Defaqto for the last 5 years.

Customer Service

Rated by you and your clients

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.

Trustpilot

Regulation

Curtis Banks Group plc (registered number 07934492) and Curtis Banks Limited (registered number 06758825) are companies registered in England & Wales with their registered addresses at 3 Temple Quay, Bristol BS1 6DZ. Curtis Banks Limited is authorised and regulated by the Financial Conduct Authority (number 492502).

Curtis Banks Pensions is a trading name of Suffolk Life Pensions Limited. Suffolk Life Pensions Limited is a company registered in England & Wales (registered number 1180742) and is authorised and regulated by the Financial Conduct Authority (number 116298). Suffolk Life Annuities Limited is a company registered in England & Wales (registered number 1011674) and is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (number 110468). The registered address of both companies is 153 Princes Street, Ipswich, Suffolk IP1 1QJ.

How can i help you today?

How can I help you today?

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.