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How to Invest

You might also be interested in:

SIPP How To Guides

23.01.2019

Property

17.10.2018

SSAS

17.10.2018

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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This website is aimed at professional advisers and firms rather than consumers. 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.
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  • Please note: When creating a User ID, please do not use your email address as your User ID as this must be limited to 30 characters maximum.

  • Please note: New registrations for portal access for Advisers will take up to 1 working day to process and you will receive confirmation once your account has been activated. Please do not try and log in before your confirmation is received.

  • Advisers and Clients with previous Suffolk Life portal access should now log in to the Your Future SIPP or Suffolk Life portal. If this is the first time you have logged in to Your Future SIPP portal, simply login with your Suffolk Life details and for security reasons you will be prompted to change your password for future access.

  • Clients with no portal access please contact SIPP Support via phone 01473 296 969 or email sippsupportteam@curtisbanks.co.uk to request an account.

  • Curtis Banks users who have Curtis Banks SIPP or SSAS should continue to log in via the Curtis Banks portal. For any questions regarding Curtis Banks portal access please click here to contact the relevant team.
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