Spotlight On…Valentine’s day things to love about Curtis Banks

Happy Valentine’s Day! Alright, we’ll admit it – pensions might not be quite as exciting today as boxes of chocolates or giant teddy bears. Nevertheless, on this cheesiest of holidays (except for National Cheese Lovers Day on 20 January, of course) we’d like to remind you why Curtis Banks can be the perfect match for your clients and their pensions.

Financial strength

Curtis Banks has a financial strength rating of B (strong) from ratings agency AKG, as well as a 5 star rating for business performance. We remain well capitalised above our regulatory requirements, with an internal policy for our regulated companies to hold at least 130% of their required capital.

Our financial stability makes us a safe pair of hands to look after your clients’ SIPPs throughout their retirement journeys. You can read more about Curtis Banks in our Due Diligence Guide.

Commercial property experts

We have more than 50 years’ experience in administering commercial property within pensions. With us, you and your client will have a dedicated case handler to oversee your property purchases and disposals, so you can always reach the right person to update you on your cases. We also have teams dedicated to each aspect of managing commercial properties on an ongoing basis, such as building works, lease renewals, and changes of ownership.

Our Property Guide gives a detailed overview of our market-leading property proposition.

Investment options

We give you and your clients the flexibility you need to invest their pension savings as they wish in order to meet their retirement planning goals. When it comes to investments, we can work with any investment firms that meet our due diligence requirements. You can also hold multiple investment accounts within the same SIPP, and change these investment accounts as required without the need to change products. This helps futureproof your recommendation, as the SIPP can grow and change along with your client’s needs.

Visit our investments page, where you can learn more about investing with Curtis Banks, find allowable investment schedules for our products, and view a list of the investment firms we already work closely with.

Technical expertise and support

We’re here to help when your clients have to face the trickier aspects of the pension rules. We have a suite of case studies and fact sheets demonstrating key rules, a range of technical webinars available on our CPD On Demand hub, and of course, you can always speak to us directly for help with specific queries. As a member of our mailing list, you’ll also be the first to receive our updates about the latest industry developments.

Award winning service and products

We have won multiple awards for our service over the years, including most recently the Best SIPP Provider award from Investment Life and Pensions Moneyfacts in both 2020 and 2021, and a 5 star rating at the Financial Adviser Service Awards.

Your Future SIPP is also an award winner: after its launch it won an Innovation Award from Investment Life and Pensions Moneyfacts in 2019. Also rated 5 stars by Defaqto and Moneyfacts in 2022, you can learn more about Your Future SIPP here.

If you’d like to talk to us further about anything in this update, please click here to find the contact details for your local business development manager.

Kind regards,

Jessica List

Jessica has been with Curtis Banks for ten years. She has worked in the SIPP Support team helping clients and advisers with general queries, and the Product Technical team working on projects delivering legislative changes and delivering staff training. As Pension Technical Manager she focuses on helping advisers with queries, and writing technical content for Curtis Banks and the trade press.

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