SIPP provider Curtis Banks has launched a client portal to complement its recently-launched adviser portal and the release of its fresh self-invested personal pension (SIPP) product earlier this year.
The company said the client portal was designed in consultation with advisers and gave them and their clients access to relevant data at any time, while it could also be used on all devices. This launch...
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13 advice firms involved
Up 6% in a year
Had previously put on hold
In favour of Russell Adams
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Adding to 67 firms
£5m in tax receipts