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Your Future SIPP YOUR SIPP OF CHOICE.

Your Future SIPP The only SIPP you will ever need both pre and post retirement

Watch our short animated video for Financial Advisers to find out the steps involved in setting up a new Your Future SIPP plan with Curtis Banks.

 

Your Future SIPP

Your Future SIPP Get started today

Get started with Your Future SIPP in three simple steps
Terms of Business

Your Future SIPP Terms of Business

pdf | 168 KB
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How to Guide

Get Set Up on Your Future SIPP

pdf | 210 KB
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How to Guide

How to Apply

pdf | 2 MB
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Curtis Banks Adviser Brochure

Curtis Banks Adviser Brochure

pdf | 1 MB
Download
To view all product literature please visit the Literature Library
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Key features

In creating Your Future SIPP we have listened to our clients and advisers and included as standard the key features that matter most to you.

  • Access to Curtis Banks’ high quality administration
  • Direct access to commercial property, including borrowing, succession planning and part/joint purchase
  • Auto adviser charging
  • Access to nearly all UK platform, broker and discretionary fund managers
  • No minimum investment
  • Modern, functional online portal, completely responsive to any device to access on the go
  • Full suite of retirement options allowing clients to take advantage of the pension freedoms flexibility
  • Fully consolidated annual statement

Our online portal is completely responsive to any device to access on the go, and we continue to deliver a scheduled program of additional functionality, to continually enhance your user experience.

How to Guides

We have produced a series of How to Guides in PDF and video format to help you get the best from the functionality that Your Future SIPP offers

Find out more
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Independent research the lang cat

We asked the consultancy firm the lang cat for their thoughts on Your Future SIPP and they have explored how cost effective the Your Future SIPP flat fee model can be – with notable benefits around the ability to access a wider range of investments in a cost effective manner. We believe there is a very clear client demographic who can benefit from Your Future SIPP’s greater value for money even for some surprisingly low pension fund sizes.  Read more.

Contact

Contact us if  you have a query about our products and services.

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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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