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Curtis Banks - Service Levels

http://curtisbanks.co.uk/service-levels.html

Reasons to Choose Us. News, Views and Press. Service is the backbone of our business. Without high levels of service, we cannot expect to retain clients and attract new ones. We maintain and publish service levels standards and these are available in the downloads below. They also form part of our SIPP and SSAS brochures. There is more to good service than tables of turnaround times:. Is the work being done properly? Not the same as doing it quickly! Are we measuring ourselves against our standards?

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Curtis Banks - SSAS

http://curtisbanks.co.uk/SSAS.html

News, Views and Press. The Curtis Banks SSAS. While SIPPs have grabbed all the headlines in recent years, SSAS options have been around for over 30 years and remain an invaluable form of pension planning. They have some advantages over SIPPs, including the ability to make loans to the employer company and the grouping together of pension assets for business owners and key executives. The following are required in order to take out a Curtis Banks SSAS:. SSAS Key Features Document.

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Curtis Banks - About Us

http://curtisbanks.co.uk/about-us.html

Reasons to Choose Us. News, Views and Press. We are experienced providers of self-invested pension schemes, operating across the UK. 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. Our SIPP has been awarded the prestigious Defaqto 5 Star Rating for 2016. This website is aimed at profession...

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Curtis Banks - Literature

http://curtisbanks.co.uk/Literature.html

News, Views and Press. This section contains literature to help you with all aspects of SIPPs and SSASs. As SIPPs and SSASs are in most cases identical products, the guidance notes, forms and case studies apply equally to both unless specifically indicated. If you require further information on any specific area of a SIPP or SSAS, please get in touch with your usual contact at Curtis Banks or call us on (0117) 9107910 and we will be pleased to help. The Curtis Banks SIPP. SIPP Key Features Document.

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Curtis Banks - The Curtis Banks Group SIPP

http://curtisbanks.co.uk/group-sipp.html

News, Views and Press. The Curtis Banks Group SIPP. 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. The following are required to set up a Curtis Banks Group SIPP:. A trust deed is also required to set up a Group SIPP, please contact Curtis Banks Ltd on (0117) 9107910 to arrange this. Sectio...

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Curtis Banks - Technical updates

http://curtisbanks.co.uk/blog.html

News, Views and Press. The self invested pensions market is an evolving and changing space. We regularly publish our informal thoughts in our blog and welcome any input on the relevant issues. If you would prefer to get in touch with us direct rather than posting a comment please feel free to do so via the contact page on his website. Lifetime Allowance - The 2016 changes and how they may affect your clients. 2016/17 Pension Contributions - The Tapered Annual Allowance. Out with the Old? Almost as exciti...

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Curtis Banks - Sitemap

http://curtisbanks.co.uk/sitemap.html

News, Views and Press. Reasons to Choose Us. News, Views and Press. Authorised and regulated by the Financial Conduct Authority. This website is aimed at professional advisers and firms rather than consumers. We do not offer advice on - or judge the suitability of SIPPs or their investments. If you are a consumer interested in a SIPP you should seek the advice of a financial adviser.

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Curtis Banks - Investor Relations

http://curtisbanks.co.uk/Investor_Relations.html

News, Views and Press. Curtis Banks Group plc encourages communication with our shareholders. The main opportunity is at the AGM, when we give a full presentation on our results and prospects. Shareholders are cordially invited to contact us at other times by phone or e-mail. Within the obvious legal constraints, we will do our best to answer your questions. Price subject to 15 minute delay. Authorised and regulated by the Financial Conduct Authority.

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Curtis Banks - Home

http://curtisbanks.co.uk/index.html

News, Views and Press. Self-invested pensions that stand out from the crowd. Curtis Banks are one of the UK’s top 3 providers of full Self Invested Personal Pension schemes ( SIPP. And Small Self Administered Pension Schemes ( SSAS. With over 9bn of assets under administration. Our aim is to deliver the best self invested pension products. In the market, from the simple and straightforward to the complex and bespoke. Our company ethos is to offer a superior level of personal service. Since 1977 and SIPP.