While marking the milestone the company has taken a look back at some of the key pension changes since 2009.
In the 10 years since the foundation of Curtis Banks and 30 years since the creation of SIPPs there have been what the firm called “vast changes to the pension industry, including the introduction of the annual allowance, lifetime allowance, pension freedoms, MPAA, carry forward and the list goes on”.
The changes to the overall pension market since 2009 have been far-reaching and fundamentally changed the SIPP market, Curtis Banks says.
They have enabled “more flexibility for everyone; firms, advisers and clients and has been instrumental in shaping the pension landscape that exists today”.
Will Self, Curtis Banks Group CEO, said: “I am extremely proud of what Curtis Banks has achieved over the past 10 years, becoming one of the UK’s largest independent SIPP operators administering over 77,000 SIPPs, being one of Europe’s largest commercial landlords, successfully listing on AIM and allowing our 560 staff across three offices to share in our success.
“There is no denying the SIPP market is undergoing an evolution, and we believe that the foundations of our business give us the capability to capitalise, and to thrive and continue to grow.
“SIPPs have delivered huge benefits to consumers over the years, and we’re determined to ensure that Curtis Banks continue to deliver for our clients, staff and shareholders long into the future.”