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URL: https://www.curtisbanks.co.uk/
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 * About
   * Our People
   * Careers
 * SIPP
 * SSAS
 * Property
 * Investments
 * Literature
 * Insights
   * CPD On Demand
   * Adviser Insights
   * Case Studies
   * News
 * Contact

 * Share Price:  268.65 p

 * Investors
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 * Share Price:  268.65 p
 * Investors
 * Contact

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 * About
   * Our People
   * Careers
 * SIPP
 * SSAS
 * Property
 * Investments
 * Literature
 * Insights
   * CPD On Demand
   * Adviser Insights
   * Case Studies
   * News
 * Contact
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LEADING THE WAY IN SELF-INVESTED PENSIONS FOR THE MODERN WORLD OF RETIREMENT –
CREATING A BESPOKE EXPERIENCE DEDICATED TO YOU.
YOUR FUTURE. OUR FOCUS.

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IMPORTANT INFORMATION

Visit our dedicated COVID-19 webpage for our latest updates and useful
documents.

Curtis Banks is operational with a high number of staff working remotely. The
best way to contact us is via email or secure message from your portal account.
Searching via our Contact page will help direct your message to the right team.
If you need to phone us please search our Contact page to help direct your call
to the right team.

Rent concessions and suspension
We understand that this is an extremely difficult time for many businesses and
that our tenants may have questions about paying rent. This guidance note
contains key information and may be the fastest way to get an answer to your
query. If you still have questions after reading this guidance note, please
contact our Property Credit Control team who are working hard to respond to
emails as soon as possible.


CURTIS BANKS PARTNERS WITH INTERGENERATIONAL FOUNDATION

We are proud to announce we are partnering with the Intergenerational
Foundation, the research and education charity whose mission is to promote
intergenerational fairness and protect the interests of younger and future
generations across all areas of policy.

We are aligned with the Intergenerational Foundation in wanting to ensure the
efficient passing of wealth between generations and to protect the interests of
younger and future generations. Through our partnership, we aim to raise the
profile of rising inequalities and work with policy makers to ensure fairness
between generations.

A report launched today to mark the 10 year anniversary of the foundation of the
Intergenerational Foundation analyses what has changed for younger people during
that time. The report, “Left Behind: A decade of intergenerational unfairness”
shows young people in the UK have lived through a decade of rising
intergenerational unfairness, having fallen behind in 9 out of 10 policy areas,
with COVID-19 hitting younger people hardest widening the inequality between the
old and the young.

The report is now available to read on the Intergenerational Foundation website.
Read our Press Release for more details.


LATEST NEWS: JESSICA LIST TALKS TO IFA MAGAZINE ABOUT HOW THE WORLD OF PENSIONS
HAS EVOLVED

Pension Technical Manager Jessica List talks to IFA Magazine about the changing
world of pensions - discussing how the industry has changed in recent years, the
effect of the COVID-19 pandemic on retirement plans and the most common adviser
pension queries. You can read the full article in IFA Magazine.
Curtis Banks | 21.12.2021
Read more
Press


FIVE EASILY FORGOTTEN POINTS ABOUT CARRY FORWARD

In her latest Professional Adviser article, Pension Technical Manager Jessica
List outlines five easily forgotten...
Curtis Banks | 17.12.2021
Read more
Press


CURTIS BANKS GETS CLOSE TO NATURE WITH THE RSPB

Our charity work has continued throughout the pandemic, and in autumn, our
colleagues got close...
Curtis Banks | 06.12.2021
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Blog


CURTIS BANKS PARTNERS WITH V&A DUNDEE

We are pleased to announce that with effect from 01 December 2021, Curtis Banks
has...
Curtis Banks | 02.12.2021
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Press


PENSION SHARING

In her latest Professional Paraplanner article, Pension Technical Manager
Jessica List suggests three things that...
Curtis Banks | 01.12.2021
Read more


BEST SIPP PROVIDER AWARD 2021 INVESTMENT LIFE & PENSIONS MONEYFACTS AWARDS

We are absolutely delighted to have been awarded ‘Best SIPP Provider’ for the
second consecutive year at the recent Investment Life & Pensions Moneyfacts
Group Awards 2021.

Thank you to all the advisers who voted for us.


AKG RATING CURTIS BANKS RETAINS AKG STRONG ‘B’ RATING

We are delighted to announce that independent ratings specialist AKG has given
Curtis Banks a Financial Strength Assessment rating of ‘B’ Strong. We are
pleased to have retained this rating for the fourth consecutive year. Read the
full report here.



LITERATURE
COMPLEX MADE SIMPLE

Find literature and forms for all of our products

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YOUR FUTURE SIPP INTRODUCING YOUR FUTURE SIPP

Packed with all the features that you would expect from a SIPP with an eye on
the future, find out more and apply for Your Future SIPP

See more



INSIGHTS DISCOVER MORE

Access our CPD On Demand, technical fact sheets, case studies and our views on
the latest pension market developments

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CPD ON DEMAND

Our CPD On Demand hub is now live and offers you the opportunity to top-up your
CPD learning and knowledge.

Catch-up with our most up to date CPD content including our Challenge Accepted,
Technical Focus Live, SIPP Opportunities and Meet the Joneses webinar series.



> CPDOnDemand




YOUR FUTURE SIPP YOUR SIPP OF CHOICE

Future proof your recommendation from day one with Your Future SIPP. Key
features include zero cost online applications and access to a wide range of
market investment platforms, brokers and discretionary managers providing you
with the flexibility you expect. Underpinned by great personal service and a
fully responsive digital experience via our secure portal, you can get started
with Your Future SIPP today.

Find out more
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OFFICES GET IN
TOUCH


BRISTOL

3 Temple Quay
Bristol
BS1 6DZ

T: 0117 910 7910
F: 0117 929 2514


DUNDEE

Suite 3 West Port House
144 West Marketgait
Dundee
DD1 1NJ

T: 01382 200306
F: 01382 313797


IPSWICH

153 Princes Street
Ipswich
Suffolk
IP1 1QJ

T: 0370 414 7000
F: 0370 414 8000
 * Careers
 * Investors
 * Privacy
 * Modern Slavery Statement
 * Legal
 * Accessibility

 * Curtis Banks Twitter
 * Curtis Banks Linkedin

© 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.
Site by Mr B & Friends


OUR SECURE
PORTAL


YOUR FUTURE SIPP

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CURTIS BANKS

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SUFFOLK LIFE

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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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