Advisers

We put your pension recommendation in place for your client, working with your instructions to operate it effectively 


New on-demand technical webinar available now!

Watch technical expert Julia Peake as she simplifies the taxation of trusts in this informative webinar. 

Watch Julia's on-demand webinar

Consumer duty

It’s always been our mission to help our customers thrive in retirement, so whilst the fundamentals of Consumer Duty aren't new to us, we continuously challenge ourselves to drive the best outcomes. Find out more about Consumer Duty and see our target market documents in our hub.

Visit the Consumer duty hub

Illuminate Tech

Designed to boost your knowledge and fine-tune your expertise, Illuminate Technical gives you access to factsheets, comprehensive guides and the latest insights directly from the minds of our Technical Support team.

Explore Illuminate Tech

Lifetime allowance (LTA) abolishment  

Check out the LTA hub for the latest news and updates regarding the changes to LTA, TTFACs and answers to FAQs. 

Learn more about LTA abolishment

Your Future. Our Focus.

Leading the way in self-invested pensions for the modern world of retirement. 

Welcome to Curtis Banks. We specialise in self-invested pensions and have grown to be one of the UK’s largest independent SIPP and SSAS operators. Our senior team has been involved with SIPP and SSAS since 1995 giving us almost unrivalled experience in this field. We joined Nucleus in 2023 and through a combination of acquisitions and organic growth, the group has grown to look after over 250,000 clients with £101.6 billion of assets under administration.  This means you benefit from the combined scale, expertise and technological know-how of the leading retirement-focused platforms in the UK.

SIPP specialists

What can you expect working with us?

  • We specialise in delivering award-winning SIPPs with incredible investment flexibility.
  • With unrivalled commercial property investment experience, and retirement technical expertise, we help your clients take greater control of their retirement journey. 
  • You’ll have access, alongside your client, to our secure portal where you can view key information and perform crucial transactions and money movements. 
  • We don’t provide investments of our own, but we do provide access to the open market of investment providers, platforms and brokers. You choose who to use in our pensions.
  • We’ll provide your client with your recommended pension and accept your instructions to operate it effectively. 
  • We’ll settle the fees you agreed with your client directly from their pension. 

Working together, we’ll deliver the recommendation and commitments you’ve made to your client, alongside a dedicated level of service.   

Awards

Your Future SIPP - 5 Star rated 

We're delighted that Your Future SIPP has been independently rated and received a 5 star rating from Defaqto for the last 5 years. We've also been awarded Best SIPP Provider at the Money Marketing Awards 2023.

Find out more more about our products, range of investment options or award winning service by clicking below, or speaking with your local Business Development Manager.


See more of our awards

Service directed by you

Portal access comes as standard with all our pensions. We’re only a phone call away but our pensions are also available at the click of a mouse.

Our online portal allows you to access your clients plans, giving you up to date information on your clients SIPPs at the click of a button. If you have any questions regarding your clients SIPP, you can contact us quickly and efficiently via secure message.

Online you can:

  • See an overview of all your clients
  • Create, amend and store illustrations
  • Set and request your fees
  • Send and receive secure messages
  • Drill down into plan level analysis

Secure portal login

Your Future SIPP

With fee offers available on cash, in specie and commercial property transfers for new Your Future SIPP clients – the time to recommend Your Future SIPP is now.

Take advantage and help save your clients money today.


Find out more about fee deals

Automated Adviser charging

We offer a simple way to settle your advice fees directly from your client’s Your Future SIPP, no invoices required. 

With flexible payment frequency, choose from monthly, quarterly, bi-annually or annually to suit your business. 

You’ll receive an automated confirmation email after every payment, and you’ll receive payment within five working days of funds being made available in the SIPP. 

To get started, simply complete our Terms of Business document and let us know where you would like us to send the confirmation emails. 

So that we can pay your fees, you’ll need to arrange for sufficient funds to be made available. You can this by setting up a standing order with a Discretionary Fund Manager, or requesting funds from an investment account. 

To find out more, speak with your local Business Development Manager.  



Due Diligence

We understand that choosing the right SIPP provider is an important decision, ensuring that a provider is financially stable and set to be around for the long term. 

As a part of the Nucleus group, we have the size and strength to provide reassurance you and your clients are in a safe pair of hands. We harness the power, expertise and experience of our whole group, allowing us to continually improve our technology and service – all in the interests of making retirement more rewarding for your clients.

Read our Curtis Banks Group Due Diligence document to give you confidence that we're your SIPP provider of choice.

If you need further information please reach out to your local Business Development Manager.

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