/Pensions

Curtis banks your future sipp: a pricing analysis

The lang cat to carry out a pricing analysis, comparing Your Future SIPP to providers from across the SIPP market

To coincide with the launch of its new Your Future SIPP, Curtis Banks asked the lang cat to carry out a pricing analysis, comparing Your Future SIPP to providers from across the SIPP market. But you guessed that already from the title, didn’t you? Slow down, Poirot!

But the paper is about a lot more than headline price comparisons. We:

  • break down the various elements of customer TCO.
  • look at how different participants in the SIPP market (whether that’s platform, life company or our sponsor) charge for their services.
  • look at how PROD might influence a book-level pricing analysis.

And it has all the usual lang cat opinions and questions, some of which are plain awkward for parts of the sector.

EVERYTHING HAS A PRICE, EXCEPT THIS!

The paper is free to download. Now, we talk about value for money a fair bit in this paper and here you are getting a whole paper for free. Unlimited value for money! Or no money. Or something.

As ever we believe in full disclosure: Curtis Banks paid us to produce the paper and clearly has a commercial interest in doing so. But we don’t say anything in it that we wouldn’t say if we weren’t being paid. Trust us or don’t, but it is the truth.

 

/ Additional reports

Q4 Platform market scorecard

Our in-depth market analysis of inflows, outflows, developments, regulation and thematic deep dives every quarter.

Impact of poor service

/ White papers

The Impact of Poor Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

Impact of poor service

/ White papers

The Impact of Poor Platform Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

/ White papers

Answering the Call

Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.