Specialists in Self-Invested Pensions

Morgan Lloyd are specialists in self-invested pensions offering Small Self-Administered Schemes (SSAS) and Self-Invested Personal Pensions (SIPP)

Experience handling complex investments within SSAS and SIPP

A wide range of allowable SSAS and SIPP investments

Online access to daily reconciled SSAS and SIPP accounts

SSAS and SIPP self-invested pensions services for advisers and their clients

We work predominately with financial adviser firms and understand the variety of complex investments which can be held within a SSAS or a SIPP. We believe in allowing clients to utilise these products to their full potential.

Whist providing advisers and their clients with a diverse range of investment options, we also understand the need for thorough due diligence. We have an in house technical team holding over 50 years of experience in self-invested pensions. The team review all new investments and are available to help advisers and their clients understand what a SSAS and SIPP can offer.

Morgan Lloyd also offer the ML Invest platform for holding traditional asset classes via a competitively priced platform.

Customer service is key for us and we're proud to have been awarded the Investor in Customers Gold standard.

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Products and Services

SSAS (Small Self-Administered Scheme)

Acknowledged as being the most flexible type of pension arrangement.

A SSAS must be established by a sponsoring employer and can have up to 11 members which are usually directors of the business. SSASs are ideally suited for most Small to Medium Sized Enterprises (SMEs).

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SIPP (Self-Invested Personal Pensions)

A type of personal pension offering greater investment flexibility.

There are a range of SIPP options available with restricted investments lists providing a lower cost solution or full bespoke SIPPs offering wider investment flexibility.

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