How To Apply
Your Future SIPP
For Existing Advisers
We're here to support youExisting advisers can login to the Secure Portal to create new illustrations and applications.
If needed you can also find the contact details for your nearest Business Development Manager here – they are here to help you with your queries about our products and services before and during the sales process.
If you have any queries regarding an existing pension with Curtis Banks, please refer to our contact page to locate the team you need to contact regarding your query.
For New Advisers
Welcome to working with Curtis BanksWe have a network of experts that comprehensively understand the breadth of benefits available from Your Future SIPP and how to make the most of them. You can find the contact details for your nearest BDM and they are here to help you with your queries about our products and services.
Please contact your local Business Development Manager to discuss your next Curtis Banks SIPP recommendation, or leave your contact details below and let our Business Development Managers do the work by giving you a call:
For Clients
The leading flexibility and breadth of investment options offered by Your Future SIPP can make it a complex proposition for clients to ensure they get the most from it. We recommend that clients use the services of a professional, FCA-regulated financial adviser and Discretionary Fund Manager (DFM) or investment adviser.
We do not offer advice on – or judge the suitability of – SIPPs or their investments.
If you are a client and you do not have an adviser, we strongly recommend that you seek financial advice. You can find an adviser by visiting www.moneyhelper.org.uk.
Find Out More
For further information please speak to your local Business Development Manager.
