Finally after 4 months my request has been sorted out for the tax free cash. Communication is minimum here, especially as these matters are complicated and something most folk wouldn’t encounter.... See more
Company replied
While we don't verify specific claims because reviewers' opinions are their own, we may label reviews as "Verified" when we can confirm a business interaction took place. Read more
To protect platform integrity, every review on our platform—verified or not—is screened by our 24/7 automated software. This technology is designed to identify and remove content that breaches our guidelines, including reviews that are not based on a genuine experience. We recognise we may not catch everything, and you can flag anything you think we may have missed. Read more
Review summary
Created with AI, based on recent reviews
What people talk about most
Reviews shaping this summary
As my parents advised, patience is a virtue - so true. Tom was extremely patient & calm with an important problem I was having. He remained dedicated to resolving the issues which were concerning... See more
Company replied
I rang Curtis Banks regarding my SIPP and Holly Sanderson was particularly helpful. She explained how she could email a form that needed my full details including my signature and also my SIPP pro... See more
Company replied
A long wait to speak to someone, although understandable in the current climate, but when I did connect with the team I spoke to Harry Pearson. Extremely helpful and without doubt the best person I ha... See more
Company replied
Company details
Written by the company
At Curtis Banks we are proud to look after the retirement funds of over 78,500 clients, with £35.8bn of assets under administration. Specialising in SIPP and SSAS, we want to lead the way in self-invested pensions. Founded in 2009 we have a wealth of expertise to help advisers manage their clients’ future, their way with a focus on robust service, modern technology and innovation. We provide all the choice and flexibility required to suit the modern world of retirement and build bespoke retirement plans that can adapt as clients’ needs change. Your future. Our focus. We understand that things like personal circumstances, life altering events, or health can sometimes mean our customers need some extra support from us. For more information on the support we can provide please visit https://nucleusfinancial.com/supporting-customers or speak to one of our team.
Contact info
3 Temple Quay, BS1 6DZ, Bristol, United Kingdom
- www.curtisbanks.co.uk
4.3
Excellent
2K reviews
No recent history of asking for reviews
This company hasn't invited customers recently, so reviews may not be representative
Replied to 100% of negative reviews
Typically replies within 48 hours
How this company uses Trustpilot
See how their reviews and ratings are sourced, scored, and moderated.
Incredible Incompetence Continues
Incredible Incompetence Continues. It seems there is nothing or none that can move this company into action. I’ve complained so many times and their complaints handlers are not too bad. But they can’t actually get anything actioned or changed. This company deserves to be consumed by AI!
September 8, 2026
Unprompted review
Reply from Curtis Banks
Dear Mr Rickenberg,
Thank you for your further feedback, Peter. We recognise that you remain dissatisfied with the progress of your case and understand your concerns regarding the effectiveness of the actions taken to resolve the issues you have raised.
Your feedback has been noted and shared with the relevant teams. We appreciate you taking the time to provide your continued feedback.
Kind regards,
Brad S
Terrible service
Terrible service - will continue to post daily as the service fails on a daily basis.
August 22, 2026
Unprompted review
Reply from Curtis Banks
Dear Mr Malster,
We’re sorry to hear that you continue to be dissatisfied with the service you’ve received. We recognise that you have raised ongoing concerns regarding communication and response times, and we understand how frustrating this must be.
Your feedback has been noted and shared with the relevant team. Please contact sippsupportteam@curtisbanks.co.uk with your plan reference and details so we can review your concerns further.
Kind regards,
Chloe E
unable to log into the website
unable to log into the website. advised temporary password had been sent, never received
August 20, 2026
Unprompted review
Reply from Curtis Banks
Good morning,
We’re sorry to hear you experienced difficulties logging into the website and did not receive the temporary password. We understand how frustrating this can be when you’re trying to access your account. Please contact our SIPP Support team at sippsupportteam@curtisbanks.co.uk with your plan reference and details so they can review this further.
Kind regards,
Harry P
Very helpful staff easy to talk to and…
Very helpful staff easy to talk to and not to long waiting on the phone. Thank You
August 21, 2026
Unprompted review
Reply from Curtis Banks
Dear Philip,
We’re pleased to hear that you found our team friendly and easy to speak with, and that you didn’t have to wait too long for your call to be answered. Thank you for taking the time to share your positive feedback!
Kind regards,
Brad S
Easy to set up and great communication
Easy to set up and great communication
August 20, 2026
Unprompted review
Reply from Curtis Banks
Dear Mr Lisco,
Thank you for taking the time to leave us a review.
We're delighted to hear that you found the setup process easy and that our communication met your expectations. Providing a straightforward experience and keeping our customers informed are key priorities for us, so it's great to know this was reflected in your experience.
Thank you for choosing Curtis Banks. We appreciate your feedback and look forward to supporting you in the future.
Kind regards,
Alex Fitton
Sold the property from SIPP controlled…
Sold the property from SIPP controlled by Curtis Bank in February. They allowed payments for mortgage and insurance to continue despite the property being sold. Still waiting for money to be returned with no timeline in sight. AVOID these people if you want your investments to be safe.
February 13, 2026
Unprompted review
Reply from Curtis Banks
Dear Mr Raikes,
We’re sorry to hear about the difficulties you’ve experienced following the sale of the property and understand your frustration regarding the ongoing payments and the lack of a clear timeframe.
We appreciate your concerns and would like the opportunity to review the position further. Please contact sippsupportteam@curtisbanks.co.uk with your plan reference and details of the property, and the relevant team can investigate this for you and provide an update.
Kind regards,
Brad S
Your customer service agent was a ⭐
Your customer service agent was a ⭐
August 13, 2026
Unprompted review
Reply from Curtis Banks
Dear Nick,
We’re delighted to hear that our customer service agent made such a positive impression. Thank you for the ⭐ rating and for taking the time to share your feedback!
Kind regards,
Brad S
Not great
Client is £ 17,000 in arrears stopped paying almost a year ago. Action front CB, a few letters. Not acceptable!
Also we have to pay to chase the debt.
The last 15 years working with first of all Suffolk Life and now Curtis Banks have in all honesty been awful.
July 17, 2026
Unprompted review
Reply from Curtis Banks
Dear Tony,
We’re sorry to hear about your experience and understand your frustration regarding the outstanding arrears and the action taken to recover them. We appreciate that, after many years with Suffolk Life and Curtis Banks, this is particularly disappointing.
We take your comments regarding the management of property arrears and the associated costs seriously. If you would like us to review the specific circumstances further, please contact sippsupportteam@curtisbanks.co.uk with your plan details so we can look into this and assist you further.
Kind regards,
Brad S
Sublime
Excellent first rate service by Vennie Popova at Curtis Banks.
July 21, 2026
Unprompted review
Reply from Curtis Banks
Thank you for your positive review and for taking the time to share your experience.
We're delighted to hear that you received excellent, first-rate service from Vennie Popova. Providing a high level of support and ensuring our customers have a positive experience is extremely important to us, so it's great to know Vennie made such a positive impression.
We'll be sure to pass on your kind feedback to Vennie and the wider team.
Thank you again for your support and for choosing Curtis Banks.
Kind regards,
Alex Fitton
Incredible customer service Vennie Popova
I called today and spoke with a very friendly and incredibly helpful member of your team Vennie Popova.
She was able to answer all my questions clarifying both my position, the process and likely timescales involved.
A real credit to your business and our interaction left me feeling confident and informed. Thank you Vennie!
July 16, 2026
Unprompted review
Reply from Curtis Banks
Dear Chris,
Thank you for your lovely feedback. We're pleased to hear that Vennie's patience, attentiveness, and clear explanations were so helpful. We'll make sure your kind words and appreciation are passed on to her.
Kind regards,
Alex
Administrative shambles
FCA complaint statistics show Curtis Banks among the providers with the highest complaint rates per 1,000 pension policies in force. My experience is that this is well justified. Their administrative procedures seem everywhere to be a shambles. A complaint has been lodged against Curtis Bank both by myself and Chase de Vere and a report is in process to be delivered to the Ombudsman
July 2, 2026
Unprompted review
Reply from Curtis Banks
Dear Chris,
Thank you for taking the time to share your feedback. We're sorry to hear that your experience has not met your expectations and understand the frustration this has caused.
We take all customer feedback seriously and are committed to reviewing concerns raised about our service. We understand that you have raised a formal complaint, which will be handled in line with our complaints process.
If there is anything further you would like us to review, please contact sippsupportteam@curtisbanks.co.uk with your plan reference and details, and we will be happy to assist.
Kind regards,
Brad S
Curtis Bank sent me a User name
Curtis Bank sent me a User name, then password in a letter. In an email they sent me a link to there portal that can be saved to mobile devices.
Suffering with brain trauma,ADHD & anxiety I then get support worker to assist me.We still can't login into the portal.Call, Curtis Banks as the number says on webpage, even email Curtis Bank regarding Login as per portal as stated on webpage.
No response , I get a Financial advisor who calls explaining the issue as per document(s) & action sent & received.Only to find the link was Curtis Bank link, and I needed secure .curtisblanks.co.uk. Yet this financial group, sent me the wrong link, hence I couldn't get into their portal.
Even funnier they sent the password & user name that didn't work on there website .I even failed there security question, which was my mum's maiden name....? Odd it's never changed with any other organisation except Curtis Bank!
The company is not set up, to assist with people with disabilities or even there support workers.Maybe out of the 32 billion money, they manage perhaps spend some money on training or working with customers who have disabilities....!
Typical financial orientated company, with poor customer service and even worse help or assistance for disabled customers...
Not an enjoyable experience especially when the security / memorable word is you mothers maiden name & your dealing with a bereavement.To fail the security question isn't laughable.
July 2, 2026
Unprompted review
Reply from Curtis Banks
Dear Nicholas,
Thank you for taking the time to share your feedback. We're sorry to hear about your experience and appreciate how frustrating it must have been, particularly given the accessibility challenges you described and the difficulties you encountered accessing the portal during such a sensitive time.
We are committed to providing an accessible service for all our customers and take feedback like yours seriously. We'd welcome the opportunity to review what happened and understand where improvements can be made.
Please contact sippsupportteam@curtisbanks.co.uk with your plan reference and details of your experience so we can investigate this further and assist you directly.
Kind regards,
Brad S
Inability to understand the difference…
Inability to understand the difference between a query about Transferring OUT a proportion of pension fund to a an existing draw down pension
And
Transferring IN
June 26, 2026
Unprompted review
Reply from Curtis Banks
Dear Neale,
Thank you for your feedback. We’re sorry to hear that your experience did not meet your expectations and appreciate how frustrating it can be when there is confusion around the nature of your request.
We understand the importance of ensuring transfer requests are correctly interpreted and handled, and your comments have been shared with the relevant team for review.
If you would like us to look into your specific case further, please contact sippsupportteam@curtisbanks.co.uk with your plan details and we will be happy to assist.
Kind regards,
Curtis Banks
Outstanding Customer Support
I received a response within an hour of my request with clear advice on how to set up the the access to my SIPP that I required. Brad Simmonds was superb and each step was carefully explained.
June 22, 2026
Unprompted review
Reply from Curtis Banks
Dear Jean, We’re delighted to hear that Brad was able to respond so quickly and provide clear guidance on accessing your SIPP. It’s great to know that each step was explained carefully and that you found the support so helpful. Thank you for taking the time to share your feedback. Kind regards, Curtis Banks
Faceless, unhelpful bureaucrats.
Suffolk Life administered my SIPP for years and were pretty. They became part of Curtis Banks and have turned into the most unhelpful, faceless bureaucracy. I made the mistake of sacking Coutts and moving to RBS. I requested an income drawdown and gave them details of the new bank account. As usual, it took them ages to react, and their only action was to tell me that I had to provide a certified bank statement for the new account, which is pretty tricky for a new account, when everything is online. I requested one from my bank, and drove 90 miles to pick it up. I sent them the original a a photograph of the certified statement by mail. Not good enough! They insisted on a secure email from my gmail account, which took me a day to work out how to do. Not good enough! Now they have told me that I have to give them bank details yet again, this time through their customer portal, but they have not told me how to do that. Do not let your money anywhere near these clowns. There must be efficient pensions administrators out there, not faceless bureaucrats.
June 17, 2026
Unprompted review
Reply from Curtis Banks
Dear Alan, Thank you for taking the time to share your feedback. We’re sorry to hear that your experience has not met your expectations and appreciate how frustrating delays and difficulties with verification requirements can be, particularly when you are trying to arrange income payments.
The security checks and bank verification processes we apply are designed to help protect our clients and their pension assets, but we understand that this can sometimes result in additional steps being required. We also recognise your concerns regarding communication and the guidance provided throughout the process.
If you would like us to review your case further and have the relevant team clarify the current requirements, please contact sippsupportteam@curtisbanks.co.uk with your plan details.
Kind regards,
Brad S
i dealt with Vennie Popova whose…
i dealt with Vennie Popova whose patience and attention to detail was greatly appreciated. her explanations and adsvice were well received. many thanks.
May 27, 2026
Unprompted review
Reply from Curtis Banks
Dear Martin,
We’re delighted to hear that Vennie provided such patient and attentive support. It’s great to know that her clear explanations and attention to detail were so helpful, and we’ll be sure to pass on your kind thanks to her.
Kind regards,
Brad S
Finally after 4 months my request has…
Finally after 4 months my request has been sorted out for the tax free cash.
Communication is minimum here, especially as these matters are complicated and something most folk wouldn’t encounter.
My valuation was very comprehensive with a matching price tag.
My dealings today though were very good, I spoke to Vennie Pipova who was informed,very polite and helpful.
May 27, 2026
Unprompted review
Reply from Curtis Banks
Dear Robert,
Thank you for sharing your feedback. We appreciate your patience while your tax-free cash request was being completed and understand your comments regarding communication throughout the process.
We’re very pleased to hear that your experience with Vennie was a positive one and that she was able to provide informed, polite, and helpful support. Your comments will be passed on to her.
Kind regards,
Brad S
You get through within a minute and…
You get through within a minute and talk to someone who actually knows what they're talking about and have access to your plan. Simple, efficient and effective.
May 26, 2026
Unprompted review
Reply from Curtis Banks
Dear Glyn,
We’re really pleased to hear that you found our service simple, efficient, and effective. Making it easy to get through quickly and speak with knowledgeable team members who can help right away is something we work hard to deliver every day.
It’s great to know that this made a difference to your experience. If there’s ever anything else we can assist you with, please don’t hesitate to get in touch!
Kind regards,
Alex F
I chased Crystallisation Even Payment…
I chased Crystallisation Even Payment Conformation letter which happened in November 2025. I was promised on the call to Curtis Banks in January 2026 that it will be sent over soon. It was not actioned. I chased Curtis Banks today, spoke to Vennie P. - she was brilliant. Very knowledgeable. She emailed the copy of the letter whilst I was on the phone discussing two 2 cases. Vennie was very helpful and knowledgeable.
May 21, 2026
Unprompted review
Reply from Curtis Banks
Dear Irena,
We’re pleased to hear that Vennie was able to assist you so efficiently and provide the documentation you needed while on the call. It’s great to know her knowledge and proactive approach helped resolve both of your queries so smoothly. Thank you for taking the time to share your feedback.
Kind regards,
Brad S
Steven Lawson - 5 stars!
I spoke with Steven Lawson who was very helpful. I am an adviser and my client was in a difficult position. Steven was able to assist and put everything in place to ease the fears of the client. The client needed an income payment quickly and Steven was able to do this without any delays. Definitely 5 stars!
May 22, 2026
Unprompted review
Reply from Curtis Banks
Dear Anon,
We’re delighted to hear that Steven was able to provide such prompt and supportive assistance during a difficult situation for your client. It’s great to know he helped put their mind at ease and ensured the income payment was handled without delay. Thank you for taking the time to share your feedback.
Kind regards,
Brad S
The Trustpilot Experience
Anyone can write a Trustpilot review. People who write reviews have ownership to edit or delete them at any time, and they’ll be displayed as long as an account is active.
We use dedicated people and clever technology to safeguard our platform. Find out how we combat fake reviews.
Learn about Trustpilot’s review process.
Here are 8 tips for writing great reviews.
Verification can help ensure real people are writing the reviews you read on Trustpilot.
Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines.