Curtis Banks PLC are specialist providers of self-invested pension products.
Our extensive knowledge and experience in this field, and our investment in modern systems, allow us to deliver first-class SIPP and SSAS products.
All our systems are designed for ease of use and full flexibility, allowing streamlined procedures and bespoke solutions.
Our SIPP has been independently assessed by Defaqto and awarded their full 5 star rating.
The Curtis Banks SIPP offers:
• A high level of service. You will be allocated an account manager who will supervise the operation of your SIPP. Our service standards are published, monitored and freely available for inspection.
• A fair and clear fee structure. Our establishment fee of £200 and annual administration fee of £245 p.a. is amongst the lowest in the industry for a full SIPP product.
• We allow significant flexibility on drawing benefits from the SIPP with USP, ASP and Scheme Pension all available.
• Secure online access to current SIPP valuation for you and your client.
• Expertise in commercial property including in house legal support.
• The full range of investment choice within HMRC limits; including full self investment of protected rights.
• In-specie payments (contributions and benefit payments) can be made
• Simple, clear solutions wherever possible.
| Fee Schedule | Service Levels | Brochure | Application Form |
| Contact Name | Phone Number | |
|---|---|---|
| Steve Hart | 0117 9107906 | steve.hart@curtisbanks.co.uk |
As an independent wrap provider, and because we were formed by IFAs for IFAs, we understand that each one of your clients can have very specific and individual needs. Due to the subjective nature of these needs, we will leave the comparison of the Product Partners up to you.
Please note links within this page may take you away from our website.
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