Setting up a SIPP has never been easier – with our online SIPP set up, you can establish the SIPP, request transfers, and invest via your preferred investment solution with no paperwork or wet signatures. And with our auto investment functionality, all cash can be invested with your preferred solution automatically.
We understand that transparency and affordability are important to you and your clients. That’s why we offer a menu-based fee structure, so your clients will only pay for what they use. We also settle invoices directly from the pension, making the process seamless and hassle-free.
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.
As one of the UK’s largest independent SIPP providers Nucleus has over 235,000 clients and £97bn in assets under administration, giving us the scale and expertise to meet your needs. With access to over 200 investment partners, fixed term deposit accounts and cash platform solutions including Insignis, we offer unparalleled flexibility and choice.
Watch our short animated video for Financial Advisers to find out the steps involved in setting up a new Your Future SIPP plan with Curtis Banks.
We understand that transparency and affordability are important to you and your clients. That’s why we offer a menu-based fee structure, so your clients will only pay for what they use. We also settle invoices directly from the pension, making the process seamless and hassle-free.
You can find our Schedule of Fees below.