The aim is to offer a wider range of services and functions online to help advisers and clients find more information and engage with their SIPP more comprehensively via a digital gateway.
Curtis Banks, one of the UK’s biggest providers of SIPP and SSAS plans, says the new Your Future SIPP gateway will be extended to the entire portfolio of products during 2019.
Through the portal advisers and clients can:
- Create, amend and view prospects and illustrations
- Apply online, with the option of either wet or digital signature
- Send and view Secure Messages with attachments
- Set and request adviser fees
- Drill down into plan level analysis for:
- Contribution history
- Transfers In
- Income payments history
- Manage income
- Manage cash between SIPP and investment accounts
The new website www.curtisbanks.co.uk links the new pension with case studies and technical guidance for advisers.
Greg Kingston, group communications director, 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.”