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Curtis Banks – SSAS

Curtis Banks


Type: Small self-administered scheme

Minimum investment: No minimum

Investment choice: All investment funds, exchange traded funds, bonds, government securities, shares, cash deposits and other assets approved for investment by HM Revenue & Customs, including commercial property

Options: Unsecured pension, alternatively secured pension

Charges: Set up fee £200, annual fee £445 for single member plus £200 for each additional member, transfers out £150, in specie transactions £250, same day CHAPS payments £15, purchase of unquoted equities £250, loans to employer or third parties £300, annual loan fee £100 a year, opening additional bank account £75, additional charges for property transactions and benefit payments

Commission: Agreed between adviser and client

Tel: 0117 9107910


Partied out and penniless

December has left me destitute. My piggy bank lies broken and empty, my lunchtime meal deal feels like an extravagant expense and I’m down to the Bountys in my box of Celebrations. But I won’t mourn my dearly departed pennies. Between buying gifts for loved ones (then deciding to keep them for myself) to treating […]


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