Sipp provider launches new client portal

Sipp provider Curtis Banks has launched a new client portal for advisers and clients to access information on their plans on the go.

The secure system is the latest development in the Your Future Sipp product that was launched by the firm earlier this year.

Curtis Banks says the portal was designed to give each user access to up to date information about their Sipp and is automatically customised based on their plan.

Having consulted with advisers, the portal has been designed to include data on investment summaries, bank transactions, contributions, transfers, drawdown and income.

Curtis Banks communications director Greg Kingston says: “Delivering this comprehensive functionality in the new secure portal complements the successful launch of Your Future Sipp earlier this year. This is an adviser-led delivery, meaning we have worked with advisers to ensure it covers their clients’ wants and needs, allowing them to access information directly.

“Furthermore, users are able to drill down into individual investment holdings, no matter which investment partner is used. It creates transparency between the adviser and client and, through increased efficiency, enhances the adviser and client relationship.”

Strategic Solutions financial adviser Kevin Forbes says the portal had given clients “a sense of autonomy” by allowing them to access investment information, “whilst also protecting them through limiting the action that can be taken without consulting the adviser first”.


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