Your Future SIPP

Your SIPP of Choice

An award winning and flexible product designed to provide flexibility with a wide range of investment options and a competitive entry level annual fee. Future proof your recommendation from day one

YOUR FUTURE SIPP

The only SIPP your clients will ever need, both pre & post retirement

Setting up a SIPP has never been easier – with our online SIPP set up, you can establish the SIPP, request transfers, and invest via your preferred investment  solution with no paperwork or wet signatures. And with our auto investment  functionality, all cash can be invested with your preferred solution  automatically.

We understand that transparency and affordability are important to you and  your clients. That’s why we offer a menu-based fee structure, so your clients  will only pay for what they use. We also settle invoices directly from the  pension, making the process seamless and hassle-free.

Fee Deals

We’ve made it even easier for you to recommend Curtis Banks to your clients, with exclusive offers on cash, in specie and commercial property transfers. Take advantage and save your clients money when transferring to a new Your Future SIPP by 31 December 2024.

To find out how you could save your client over £1,000, leave your contact details and one of our Business Development Managers will you give you a call.

See our offers

Investment options

Unparalleled flexibility and choice

As one of the UK’s largest independent SIPP providers Nucleus has over 235,000 clients and £89bn in assets under administration, giving us the scale and expertise to meet your needs. With access to over 200 investment partners, fixed term deposit accounts and cash platform solutions including Insignis, we offer unparalleled flexibility and choice.

Investments

How to Apply

Applying for Your Future SIPP

Watch our short animated video for Financial Advisers to find out the steps involved in setting up a new Your Future SIPP plan with Curtis Banks.

How to Apply

Our Fees

Clients only pay for what they use

We understand that transparency and affordability are important to you and your clients. That’s why we offer a menu-based fee structure, so your clients will only pay for what they use. We also settle invoices directly from the  pension, making the process seamless and hassle-free.

You can find our Schedule of Fees below.

YFS Schedule of Fees

Start your clients YFS journey

Curtis Banks Your Future SIPP
Your Future SIPP Key Features
pdf | 173 KB
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Curtis Banks Your Future SIPP
Your Future SIPP Schedule of Fees
pdf | 168 KB
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Curtis Banks Your Future SIPP
Your Future SIPP Terms and Conditions
pdf | 279 KB
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Curtis Banks Your Future SIPP
Your Future SIPP Target Market
pdf | 2 MB
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Key Features

In creating Your Future SIPP we have listened to our clients and advisers and included as standard the key features that matter most to you.

  • Access to Curtis Banks’ high quality administration
  • Direct access to commercial property, including borrowing, succession planning and part/joint purchase
  • Auto adviser charging
  • Access to nearly all UK platform, broker and discretionary fund managers
  • No minimum investment
  • Modern, functional online portal, completely responsive to any device to access on the go
  • Full suite of retirement options allowing clients to take advantage of the pension freedoms flexibility
  • Fully consolidated annual statement

Our online portal is completely responsive to any device to access on the go, and we continue to deliver a scheduled program of additional functionality, to continually enhance your user experience.

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.

Access Portal
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Via email

If you'd like to send us an email, please search our Contact page to find the relevant contact details.

Contact Page
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Via phone

If you'd like to speak directly to a member of our team you can call us on 0370 414 7000

Call us

yfs 'how to' guides

We have a number of helpful PDF guides to help make Your Future SIPP your clients next SIPP
How To Guide
How to Register for the Secure Portal
pdf | 947 KB
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How To Guide
How to Apply
pdf | 1 MB
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How To Guide
How to use Secure Messaging on the portal
pdf | 183 KB
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How To Guide
How to illustrate - non-drawdown
pdf | 1 MB
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How To Guide
How to illustrate - drawdown
pdf | 1 MB
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