Your Future SIPP

Your SIPP of choice

An award-winning product designed to provide flexibility with a wide range of investment options and competitive entry-level annual fee. 

Setting up a SIPP has never been easier. With online set up, you can establish the SIPP, request transfers, and invest via your preferred investment solution with no paperwork or requirement for wet signatures.  

Our auto-investment functionality allows cash to be invested with your preferred solution automatically. We also settle invoices directly from the SIPP, making the process seamless and hassle-free. 

Key features 

In creating Your Future SIPP, we listened to advisers and their clients to include the key features that matter most to you as standard.

  • 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 available to access on the go, with continued delivery of additional functionality to continually enhance your user experience.

Our Fees

We understand that transparency and affordability are important to you and your clients.

That’s why we offer a menu-based fee structure, so your clients only pay for what they use. 


Fee Deals

In 2025, new Your Future SIPP clients will benefit from the following fees at plan establishment:

  • £0 cash transfer in fee (Usually £62+VAT)
  • £0 in specie transfer in fee (Usually £123+VAT)

Any transfers after establishment will be charged as per our schedule of fees

To find out more and take advantage of our current offers, get in touch with your regional Business Development Manager.


Investment options

With access to over 200 investment partners, commercial property, fixed term deposit accounts and cash platform solutions including Insignis and Flagstone, we offer unparalleled flexibility and choice.


How to apply

Watch our short video for financial advisers, to find out the steps involved in setting up a new Your Future SIPP plan.

For existing advisers

Existing advisers can login to the Secure Portal to create new illustrations and applications.

For new advisers

Please contact your local Business Development Manager to discuss your next Curtis Banks SIPP recommendation.

Contact us


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Via our portal

Please send us your forms and instructions securely by using our convenient and encrypted messaging feature on the Curtis Banks portal.

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Via email

If you'd like to send us an email, please search our contact page to find the best team to contact.

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Via phone

If you'd like to speak to a member of our team, call us on 0370 414 7000.

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