ABOUT US

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.

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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.

Introducing MyViewpoint

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.

We have a team of highly experienced technical staff and pensions administrators on hand to support clients and financial advisers.

MEET THE TEAM

Get in touch today

01275 379 200

enquiries@morgan-lloyd.co.uk