Curtis Banks launches adviser portal

Curtis Banks launches adviser portal

Curtis Banks has unveiled an online portal for advisers to support its Sipp launched last month. 

The portal enables advisers to create and amend online illustrations, send and view secure messages with attachments, and set and request fees.

In addition, advisers are able to submit an application without the need for a ‘wet client signature’, as was previously the case. 

Users of the adviser portal will now be able to drill down into plan-level analysis to find contribution and income payments history and transfers in.

They can also manage both income and cash between Sipp and investment accounts. 

The digital proposition follows the launch of the firm’s pension, Your Future Sipp, in January, which combined elements of products previously offered by Curtis Banks and Suffolk Life.

Your Future Sipp is also fully digital, with advisers and clients able to access it via mobiles, tablets and computers, and includes open market access to a number of investments, including discretionary, brokers and commercial property.

Curtis Banks' revamped website meanwhile provides case studies for the Your Future Sipp product, as well as technical guidance for advisers. 

Greg Kingston, group communications director at Curtis Banks, said: "The digital experience for advisers and their clients is just as important as the features of our products. 

"Launching our new website and portal is a step change in enhancing our digital proposition for advisers, and starts a rolling programme of digital development with the intention of establishing a clear differentiator in the independent Sipp market."

Kevin Forbes, partner at Strategic Solutions, said: "It is good to see a Sipp firm actively involving advisers in the design of their products and online services.  

"The efficiency of the new online portal allows us to spend less time on administration and more time focusing on the job in hand."

Access to the Curtis Banks portal will be extended to the entire product portfolio in a series of controlled phases throughout 2019.