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.
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
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A SSAS is an occupational scheme with full flexibility.
It's established by a company and can offer connected party loans, asset purchases and commercial property investment
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A SIPP is a type of personal pension offering a high level of investment flexibility.
Our SIPPs can hold unlisted shares, loan notes and peer-to-peer lending accounts in addition to more traditional asset classes.
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Morgan Lloyd also offer the Viewpoint Portfolio Platform for holding traditional asset classes via a competitively priced platform
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Pension Helpdesk
For further information about Morgan Lloyd's services contact one of the team
contact usGet in touch today
01275 379 200
