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.
Adviser Due Diligence
Supporting you with additional information on Curtis BanksDue diligence on a pension provider is essential to safeguard your clients financial future and ensure that they can make the most of your retirement savings. Below we have highlighted some information that may help you performing your own due diligence on us. If you need further information please reach out to your local Business Development Manager.
We look after the pensions of over 78,500 clients with a value of £35.8bn. Those pensions are administered by around 800 staff in teams in Ipswich, Dundee and Bristol.
Read our Curtis Banks Group Due Diligence document to give you confidence that we are your SIPP provider of choice.
Money Marketing Awards 2023
Best SIPP providerWe are thrilled that Curtis Banks have been awarded Best SIPP Provider at the Money Marketing Awards 2023. The award recognises the extensive expertise, our focus on our customer service, and our significant experience in the SIPP industry.
To learn more about our products, our range of investment options or our award winning service, speak with your local Business Development Manager.
AKG
Our strong ‘B’ Financial Strength Assessment ratingWe are delighted that the Curtis Banks Group has been given a strong ‘B’ Financial Strength Assessment rating from AKG for a sixth consecutive year. Read the report for further details.
We are delighted that the Curtis Banks Group has also received a 4 star rating for Service, Image & Strategy and Business Performance.
Defaqto
We are delighted that Your Future SIPP has been independently rated and received a 5 star rating from Defaqto for the last 6 years.
Customer Service
Rated by you and your clientsEvery relationship is important to us. Looking after your pension is an important responsibility, and one that we take very seriously. SIPPs and SSASs are complex, and no two plans or clients are the same. We have everything from simple portfolios run by a single investment manager, through to large syndicates of clients jointly holding multiple commercial properties. We work hard to deliver the highest standards of service to your adviser, so they can deliver the best possible service to you.
Regulation
Curtis Banks Group plc (registered number 07934492) and Curtis Banks Limited (registered number 06758825) are companies registered in England & Wales with their registered addresses at Dunn’s House, St Paul’s Road, Salisbury SP2 7BF. Curtis Banks Limited is authorised and regulated by the Financial Conduct Authority (number 492502).
Curtis Banks Pensions is a trading name of Suffolk Life Pensions Limited. Suffolk Life Pensions Limited is a company registered in England & Wales (registered number 1180742) and is authorised and regulated by the Financial Conduct Authority (number 116298). Suffolk Life Annuities Limited is a company registered in England & Wales (registered number 1011674) and is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (number 110468). The registered address of both companies is 153 Princes Street, Ipswich, Suffolk IP1 1QJ.