Curtis Banks Investments
How to Invest
It’s important to consider how you will hold the investments in your pension. For example, you may want to open accounts with investment firms of your choice, or you may wish to hold investments directly within your SIPP or SSAS.
We have the expertise to to handle a wide variety of investments, including property and specialist investments such as unlisted shares. Our aim is to be as flexible as possible to cater for the widest investment requirements.
Access our Schedule of Allowable Investments for full details.
Our 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. Find out more about these by clicking below.
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.
From 25 May 2018, the interest rate on cash held in the SIPP bank account is 0.1%p.a.