The future’s here already
We provide you with all the choice and flexibility required from a SIPP, making it the only SIPP you will need both pre and post retirement.
Scam awareness
Pension scams are on the rise, with fraudsters using a variety of methods, tactics and techniques to access people’s pensions. Find out what you can do to avoid scammers.
Abolishment of Lifetime allowance
The lifetime allowance was abolished from 6 April 2024. Find out what's changed since then and get information on Transitional Tax-Free Amount certificates (TTFACs) and answers to FAQs.
The only pension you'll need
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.
A provider you can trust
Defaqto 2025
Your Future SIPP - 5 star rated
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.
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.
Working together
Now that you're considering a Curtis Banks pension, or are already with us, let’s share some important points about working with us.
It's important to remember that we don’t offer financial or investment advice and don’t provide our own investments, leaving you and your adviser free to build a pension which works for your retirement goals. We can answer your questions but can’t offer recommendations or make decisions on your behalf, and will not be responsible for the outcomes of your decisions.
You choose what to put in your pension. We don’t provide investments of our own, so you and your adviser decide which investment providers, platforms and brokers you want to work with. Our only condition is that the firm meets our due diligence requirements.
If you have a financial adviser, we will normally deal with them directly to manage the day-to-day running of your SIPP. We’ll still be at the end of the phone if you ever need to talk to us and we pride ourselves on the dedication of our high-calibre, professional people in delivering the best service for our clients.
We’ll provide you and your adviser with access to our secure portal where you can view up to date information about your SIPP.
We’ll contact your adviser if there are any important changes that affect the operation of your pension. If we need to contact you directly, we’ll let your adviser know first.
Getting help if you need support
We continually strive to deliver an inclusive service for all. Everyone has the right to, and should be treated fairly no matter who they are or what they may be going through in life. If you consider yourself to have a vulnerability or require accessibility support, please feel free to get in touch to see how we can make adjustments.
E: sippsupportteam@curtisbanks.co.uk
There are also a number of third party resources available to help those who may need additional support.
Zedra Governance Advisory Arrangement ('GAA') Reports
If you are a policyholder for a Curtis Banks workplace pension and would like to make any representation to Zedra you should contact zgl.gaacontact@zedra.com.