Curtis Banks
Curtis Banks is a financial services company based in Bristol, United Kingdom and one of the UK's top 3 providers of full Self Invested Personal Pension schemes and Small Self Administered Pension Schemes with over £27bn of assets under administration. It holds offices in Bristol, Dundee and Ipswich.
Since its inception, Curtis Banks is said to have shown "a willingness to take over existing SIPPs", first by acquiring Montpelier Pension Administration Services for £399,999 in May 2011 and then the full SIPP business from Alliance Trust Savings for £7m in January 2013. After the ATS deal, Curtis Banks set up an office in Dundee's City House with around 40 members of staff brought over from Alliance Trust.
Will Self became CEO of the Curtis Banks Group in January 2018.
In January 2019 Curtis Banks launched its new 'Your Future SIPP', a fully digital product replacing its historical SIPP offerings.
