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      • How to apply
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      • SSAS Technical Information
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      • Investment Process
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      • Ways to invest
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      • Ways to hold commercial property
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    • Money Purchase Annual Allowance
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Curtis Banks > Advisers > SIPP

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.

Limited Time Deals

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 £800, 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 with over 80,000 clients and £37bn in assets under administration, we have 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 | 546 KB
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Curtis Banks Your Future SIPP
Your Future SIPP Schedule of Fees
pdf | 895 KB
Download
Curtis Banks Your Future SIPP
Your Future SIPP Terms and Conditions
pdf | 773 KB
Download
Curtis Banks Your Future SIPP
Your Future SIPP Target Market
pdf | 2 MB
Download

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.

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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?

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 Apply
pdf | 1 MB
Download
How To Guide
How to use Secure Messaging on the portal
pdf | 1 MB
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How To Guide
How to illustrate - non-drawdown
pdf | 439 KB
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How To Guide
How to illustrate - drawdown
pdf | 614 KB
Download
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.