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Over two thirds (72%) of financial advisers think providers do not give enough clear and consistent information about how to complete expressions of wishes.

SIPP provider Curtis Banks has reported a modest 4.7% rise in pre-tax profits to £14m as SIPP numbers fell year on year by 2,544.

SIPP provider Curtis Banks has appointed Jessica Tiley as manager of its expanding small self administered schemes business.

Curtis Banks has partnered with the Intergenerational Foundation, a charity focusing on tackling wealth unfairness between generations.

Revenue increased 29.4% to £31.7m at SIPP provider Curtis Banks for the first half of 2021, but adjusted profit before tax remained steady at £6.3m.

Queries from Financial Planners and their clients regarding investing in commercial property as part of their SIPPs increased 56% in the first half of 2021 year on year for provider Curtis Banks.

Acquisitive SIPP provider Curtis Banks has reported a 15% rise in its number of mid and full SIPPs to 55,000 following the acquisition of Talbot and Muir.

Curtis Banks was in the top 10 of complained to companies, according to the latest complaints data from the FCA.

Assets under administration for Curtis Banks increased by 11% to £32.4bn in 2020 (2019: £29.1bn) including five months of contribution from the Dunstan Thomas acquisition and two months contribution from the acquisition of Talbot and Muir.

SIPP provider Curtis Banks has revealed the top technical queries its support team received in 2020.

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