Gemma Millard

Curtis Banks Ltd. is an experienced provider of self-invested pension schemes. Their senior team has been involved with SSASs since 1977 and SIPPs since 1995, giving them almost unrivaled experience in this field. They have dealt with all aspects of these schemes over the years, enabling them to provide a full range of services and bespoke solutions. They are aware that clients and their advisers require robust service, accessibility, modern technology and innovation. Their substantial knowledge and experience, and their investment in modern systems, mean that they deliver in all these areas. Their experience also tells them that further requirements are clarity, ease of use and reliability in the services they provide. They ensure that all their processes are clear and straightforward, ensuring the best possible relationship between them, the client and their adviser. Their SIPP has been awarded the prestigious Defaqto 5 Star Rating for 2009. They also have substantial experience in group pension schemes, both money purchase and defined benefit, and can provide Scheme Actuary services for defined benefit schemes.

Curtis Banks Group Plc engages in the administration of pension products. Its services include setting up self-invested personal pension, accepting contributions and transfers of permissible clients' SIPPs, carrying out banking transactions, making investments on behalf of SIPPs, and processing of benefit payments. The company was founded by Christopher Charles Banks, Rupert Morris Curtis, and Paul James Tarran in 2009 and is headquartered in Bristol, the United Kingdom.