Curtis Banks are the UK’s leading independent provider of Self Invested Personal Pension schemes (SIPP) and Small Self-Administered Pension Schemes (SSAS) with over £35.8bn of assets under administration.

Their aim is to deliver the best self-invested pension products in the market, from the simple and straightforward to the complex and bespoke. They believe in offering a superior level of personal service to advisers through their dedicated team of Business Development Managers working together with experienced technical experts.

Commenting on their recent launch of Clever Nelly, Curtis Banks posted on LinkedIn:

“We’re committed to investing in our people, helping staff continually develop, learn and grow. Today we saw the launch of our new training tool – Clever Nelly from Elephants Don’t Forget, which will help embed training and knowledge as well as providing additional support to staff.”

Adrian Harvey, CEO at Elephants Don’t Forget, commented:

“Consumer Duty worries? Employee Training & Competency doesn’t need to be boring, disrespectful or disengaging. Curtis Banks become yet another member of the Elephants Don’t Forget herd – doing it properly.”

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Stakeholder Benefits

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