Curtis Banks Fee Offers
Details of our 2024 exclusive offers
We have continued our fee offers for new Your Future SIPP clients into 2024 as well as extending our exclusive offer on in specie commercial property transfers.
Your Future SIPP
New Your Future SIPP clients joining Curtis Banks in 2024 will benefit from the following fees at plan establishment:
£0 cash transfer in fee
(Usually £62+VAT)
£0 in specie transfer in fee
(Usually £123+VAT)
Please note that any subsequent transfers after establishment will be charged as per our Schedule of Fees.
To find out more and take advantage of our current offers, request a call back from your local Business Development Manager.
This offer is available on new Your Future SIPP products only
Commercial Property
We’ve extended our exclusive offer on in specie commercial property transfers into Your Future SIPP plans. Until 31 December 2024, your clients can save over £920 on in specie commercial property transfers at plan establishment, with the following fee deal:
£0 property transfer fee
Not only that, we’ll also align our annual SIPP and property management fee to match your client’s previous provider when transferring to us – so your client doesn’t pay twice.
To find out more and take advantage of our current offers, request a call back from your local Business Development Manager.
This offer is available on new Your Future SIPP products only.