How to Invest

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SIPP How To Guides






How to invest is important to consider. Remember, we do not offer any investment advice – you should always consult a financial adviser before making any decisions.

Investment managers

You can appoint an investment firm of your choice to manage your investments on either a discretionary, advisory or execution only basis.

Direct Investment

Most investments that are not transacted via an investment firm will need to be arranged by an application form. On receipt of your investment instruction and application form, we will complete the application and issue it with payment to the fund manager of the investment.

Property and Specialist Investments

These investments are subject to due diligence and you must complete the relevant Curtis Banks form to apply.

Past performance is not indicative of future result; the markets and applicable legislation may change and the value of your pension fund may fall as well as rise and you may not get back the amount invested.

Investment Partners

Our panel of investment partners offers a variety of benefits, including entry level SIPP fees, zero SIPP transaction fees and up to date valuations via our secure portal.

You can also choose any other FCA regulated investment firm to manage your investments – we’ll undertake our due diligence and get you set up.

We operate the panel of Investment Partners for a number of full SIPP Products – please refer to your product literature.



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