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Curtis Banks > Advisers > SIPP > Curtis Banks Fee Offers

Curtis Banks Fee Offers

Details of our 2023 exclusive offers

We have introduced two new fee offers for new Your Future SIPP clients in 2023 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 2023 will benefit from the following fees at plan establishment:

£0 cash transfer in fee

(Usually £57+VAT)

£0 in specie transfer in fee

(Usually £113+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

Request a call back

Commercial Property

We have extended our exclusive offer on in specie commercial property transfers into Your Future SIPP plans. Until 30 November 2023, your clients can save over £850 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.

Request a call back
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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.