Curtis Banks acquisition of Talbot and Muir to complete this month

Recently acquired Dunstan Thomas

Hannah Godfrey
clock • 1 min read

Curtis Banks has met all of the pre-conditions to acquire rival SIPP provider Talbot and Muir, including approval from the Financial Conduct Authority.

Completion of the £25m deal will occur on 30 October, around three months after the acquisition plans were first announced.  Talbot and Muir, an independent self-invested personal pension (SIPP) and small self-administered scheme (SSAS) provider, has 75 staff with offices in Nottingham and Leeds. Its administers more than 7,000 pensions with assets under administration of about £3.4bn. Curtis Banks CEO Will Self said: "I am delighted that the acquisition of Talbot and Muir will complete at the end of the month. Our two businesses are highly compatible in terms of the culture, service ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Retirement

Why we plan holidays, not retirements: Changing the client conversation

Why we plan holidays, not retirements: Changing the client conversation

'This is scary for us as an industry but even more scary for us as a nation'

Verona Kenny
clock 04 June 2025 • 4 min read
Inflation drives 'modest' rises in PLSA's Retirement Living Standards

Inflation drives 'modest' rises in PLSA's Retirement Living Standards

Majority of pre-retirees expect to live with someone else in retirement

Martin Richmond
clock 03 June 2025 • 8 min read
PA360: The 'human' element of retirement planning becoming ever more important

PA360: The 'human' element of retirement planning becoming ever more important

Retirement panel on client-centric approaches

Isabel Baxter
clock 02 May 2025 • 3 min read