Our Secure Portal

Putting you in control

Our online portal allows you to access your plan dashboard, giving you up to date information on the status of your SIPP at the click of a button.
Access the portals by clicking the links below.

Your Future SIPP

and Suffolk Life SIPPs

Our online portal for Advisers and Clients with our ‘Your Future SIPP’ and Suffolk Life products.

Login to the YFS and Suffolk Life Portal

 

Advisers and Clients with previous Suffolk Life portal access should also log in to the Your Future SIPP portal.

If this is the first time you have logged in to Your Future SIPP portal, simply login with your Suffolk Life details and for security reasons you will be prompted to change your password for future access.

For advisers, new registrations for portal access will take up to 1 working day to process and you will receive confirmation once your account has been activated. When creating a User ID, please do not use your email address as your User ID as this must be limited to 30 characters maximum. Please do not try and log in before your confirmation is received.

Clients looking to register for portal access should contact us to request an account.

Curtis Banks SIPP

and any other Curtis Banks products

Users who have other Curtis Banks products should continue to log in via the Curtis Banks portal.

Login to the Curtis Banks Portal

 

Advisers and Clients are automatically registered for the Curtis Banks portal. Log in detail were issued by us via letter when you were first established on our records.

If you’re unsure of your username, please contact us and we will arrange for this to be re-issued. For security reasons, this must be issued in the post.
If you’re unsure of your password, please click on the forgotten password link, and follow the steps for this to be reset.

For Advisers, to add additional users (such administrators) we require a Director or Partner of the firm to email instructing us to establish an additional login, detailing which specific IFA’s client list they want this user to see.

For Your Future SIPP and Suffolk Life portal queries contact

0370 414 7000
sippsupportteam@curtisbanks.co.uk

For Curtis Banks portal queries contact

0370 414 7000
cmt@curtisbanks.co.uk

Coming Soon - 2 Factor Authentication

At Curtis Banks, we are dedicated to protecting our clients’ information. That’s why we’re enhancing our portal access with 2-factor authentication.

We will be in touch in due course with full details as to how to set up the additional security steps for our online portals. In the meantime, you can access our existing portals above.