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Curtis Banks PLC

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Curtis Banks PLC

Overview:

We are experienced providers of self-invested pension schemes. Our senior team has been involved with SSASs since 1977 and SIPPs since 1995, giving us almost unrivalled experience in this field. We have dealt with all aspects of these schemes over the years, enabling us to provide a full range of services and bespoke solutions.

We are aware that clients and their advisers require robust service, accessibility, modern technology and innovation. Our substantial knowledge and experience, and our investment in modern systems, mean that we deliver in all these areas.

Our experience also tells us that further requirements are clarity, ease of use and reliability in the services we provide. We ensure that all our processes are clear and straightforward, ensuring the best possible relationship between us, the client and their adviser.

Our SIPP has been awarded the prestigious Defaqto 5 Star Rating for 2009.

We also have substantial experience in group pension schemes, both money purchase and defined benefit, and can provide Scheme Actuary services for defined benefit schemes.

The Group SIPP is specifically designed to provide a pooled investment fund for a group of individuals in an effective way. Typically these will be business professionals wanting to buy property, but it can be used for any situation where pension funds are pooled.

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