Curtis Banks Ltd are specialist providers of self-invested pension products.
All our systems are designed for ease of use and full flexibility, allowing streamlined procedures and bespoke solutions. Clients wishing to buy and sell investments will benefit from simple and robust dealing processes. Secure online access allows clients and their advisers to view current asset valuations and bank transactions.
New Website Functionality
We have invested in significant improvements to our website functionality and are pleased to confirm details of the first phase of this work, which has now been completed. The initial improvements relate to the information available online to you and your clients, and will go live from 28th February 2014.
Read Steve’s latest blog for topical comment...
Lifetime Allowance Changes
Pension Simplification continues with further changes to the Lifetime Allowance from 6th April 2014...