How can we demystify the world of pensions?
Caitlin Southall, Pension Technical Manager, speaks to Money Marketing in …
Learn moreLeading the way in self-invested pensions for the modern world of retirement. Creating a bespoke experience dedicated to you.
We are pleased to announce that the acquisition of Curtis Banks by Nucleus has now completed. Bringing together Nucleus and Curtis Banks creates a leading retirement focused adviser platform with approximately £83 billion of assets under administration, helping nearly 5,000 advisers make retirement more rewarding for almost 250,000 customers. Click here to read more.
Please refer to the table and footnotes below for our tax year end information. Deadlines quoted are for requests provided in full, where no further information is required.
Date | Task |
---|---|
Thursday 7 March |
Regular contributions (1 April collection date) |
Thursday 14 March |
New drawdown requests *1 |
Thursday 14 March |
Regular and one off income payments*2 |
Tuesday 2 April |
New SIPP applications *3 |
Thursday 4 April |
Single contributions - Cheque |
Friday 5 April |
Single contributions - CHAPS |
*1 Cash to be available for PCLS payment. Where cash is not available or investments are held through investment managers or investment partners, we will be reliant on third parties and cannot be guaranteed. Valuation of property and non-standard investments may impact this deadline.
*2 Cash to be available. If disinvestments or return of funds are required, these will be reliant on third parties and must be considered in lead times.
*3 Establishment cannot be guaranteed unless all requirements are met
We’ve made it even easier for you to recommend Curtis Banks to your clients, with exclusive offers on cash, in specie and commercial property transfers. Take advantage and save your clients money when transferring to a new Your Future SIPP by 31 December 2024.
To find out how you could save your client over £1,000, leave your contact details and one of our Business Development Managers will you give you a call.
Find literature and forms for all of our products
Packed with all the features that you would expect from a SIPP with an eye on the future, find out more and apply for Your Future SIPP
Access our CPD On Demand, technical fact sheets, case studies and our views on the latest pension market developments
The introduction of Consumer Duty takes consumer protection within financial services, to the next level. Further enhancing the focus on delivering good customer outcomes through a series of cross cutting rules, outcomes and an overarching consumer principle. To help advisers and their businesses navigate their own Consumer Duty journey, we’ve created a dedicated web page providing relevant information such as our Target Market documents.
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.
T: 0370 4141 7000
E: sippsupportteam@curtisbanks.co.uk
There are also a number of third party resources available to help those who may need additional support. Contact details for some of these resources can be found here.
Please send us your forms and instructions securely by using our convenient and encrypted messaging feature on the Curtis Banks portal.
Access PortalIf you'd like to speak directly to a member of the team or send us an email, please search our Contact page to find the relevant contact details.
Contact PageYou can also use our virtual assistant located at the bottom right of the page to help you with your query by clicking 'How can I assist you today?
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Learn moreEvery 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.