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Here at Curtis Banks we have a number of updates to help give you the confidence you need to recommend us as your SIPP provider of choice.

Firstly, we are pleased to announce that independent ratings agency AKG has given Curtis Banks a Financial Strength Assessment rating of ‘B’ Strong, as we retain this rating for a third consecutive year. We were also delighted to win ‘Best SIPP Provider’ at the recent Investment Life & Pensions Moneyfacts Awards 2020. Thanks to all of you who voted for us.

Moneyfacts Best SIPP Provider

Read our 2020 AKG report.

Secondly, and despite continued challenging market conditions, we reported Curtis Banks is in a strong financial position when we announced our 2020 interim financial results to the London Stock Exchange in early September.

View our presentation to analysts here.

Next, we’re pleased to provide an update on our two recent acquisitions: the SIPP and SSAS provider Talbot and Muir, and the fintech provider Dunstan Thomas. These acquisitions represent a significant step forward in our growth journey, and we exchanged contracts with both organisations in July and completed the purchase of Dunstan Thomas at the beginning of August. The completion of the purchase of Talbot and Muir is subject to regulatory approval which we hope will be finalised in quarter four this year.

Each business will continue to trade independently as subsidiaries of the Group, maintaining their own brands.

The past few months have been challenging as we have all responded to the COVID-19 pandemic, and have proved the importance of technology as an enabler in financial services. With direct access to Dunstan Thomas’s market-leading services and technology, we aim to enhance and broaden the services we can offer to you and all your clients, new and existing, and will provide you with further updates when we are able.

Finally, we have continued to deliver a number of adviser-focussed improvements to the Your Future SIPP online application form. These developments allow you to complete more of your application online, providing you with immediate time savings now and in the future.

We are proud to look after over 76,000 clients and counting, and we thank you for continuing to support Curtis Banks and recommending our products to your clients.

Please contact one of my Team to find out more about Your Future SIPP and to discuss your next SIPP recommendation.

Jon Haslam,
Head of Sales.

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