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Investments Flexibility and choice.

Curtis Banks Investments

SIPPs and SSASs put you in control of investment choices. Our products offer a wide range of flexible options to invest in a way which suits you.

Important message for all Curtis Banks Group SIPP holders

If you hold a pension plan with the Curtis Banks Group we understand you may have concerns about the economic impact of the coronavirus pandemic, and how this has led to increased stock market volatility. As a result, you may be concerned that the value of investments have fallen. A SIPP is a tax efficient long-term savings product. It is worth considering any long-term impact on the growth of a pension and how this may be impacted by withdrawals to meet immediate needs. Before taking any action in regards to your SIPP, it is worth considering the following points:

  • Although investment values in your SIPP may have fallen, it is only at the point of selling those investments that a loss is realised
  • Selling when the market has fallen would mean potential future increases in the investment values are missed
  • You may be concerned if you hold a property fund that has temporarily been suspended. In uncertain markets where property values may fluctuate, the FCA consider a suspension may be in the best interests of fund investors
  • If you need cash in the short term, there may be other assets that are more suitable than a SIPP for meeting those short term needs(e.g. current account/ISA savings)
  • If you are making regular contributions and investments into a SIPP, then these contributions may be able to buy investments at lower prices than before the market downturn
  • If you do not have an adviser, we strongly recommend that you seek financial advice, in particular if you are concerned or worried about your SIPP or any other investments you may hold elsewhere. You can find an adviser by visiting https://www.unbiased.co.uk/

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.

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Allowable Investments

We have the expertise 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.

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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.

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Bank Interest

With effect from 1 February 2021, we have changed the way we pay interest on any cash that you hold in the SIPP bank account.

Follow the link below to find out more about the changes we’ve made to how the interest on SIPP bank account balances is applied and how this will be of particular benefit to you as interest rates increase.

Bank interest.

Since 1 April 2022, the effective interest rate on cash held in the SIPP bank account has been 0.11%p.a.

The interest rate for all CSIPP and eSIPP products has been 0.0%p.a.

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© 2019 Curtis Banks Group. All rights reserved.
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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