Specialists in administering self-invested pensions
At Morgan Lloyd we offer a range of products to suit varying client needs. Financial advisers, and their clients, can benefit from our excellent customer service and technical expertise.
Providing pension services since 2003
We have been providing pension services since 2003, supporting individuals and business owners to achieve their retirement goals.
SSASs and SIPPs benefit from allowing members to invest flexibly. We have extensive experience delivering pension-led funding arrangements to business owners including connected party loans (SSAS only), intellectual property purchases and unlisted shares.
A professional, innovative approach
We have gained a reputation in the self invested pension market for our professionalism, innovative approach and customer service.
We're proud to be part of the Clifton Asset Management plc group which has achieved the Gold standard for Investor in Customers. The ethos of achieving Total Customer Satisfaction extends throughout the company.
Over the last 10 years we have invested in technology to ensure our products and services meet the needs of clients and financial advisers.
Clients are given online access to MyViewpoint providing a daily reconciled valuation of their SSAS or SIPP, the client also has the ability to add their investments, bank accounts and credit cards held with other providers to provide a complete view of their finances, in one place.
Get in touch today
01275 379 200