We look after your pension needs allowing you to do what you do best.
Morgan Lloyd was established in 2003 to provide professional Pension Trustee and Administration Services for Small Self Administered Schemes (SSAS) and has enjoyed significant organic growth since this date.
The company was set up as a direct result of enduring long turnaround times and reactive processing which can be a common theme when dealing with other Trustee companies. At Morgan Lloyd, the active and personal management of each of our schemes is at the heart of our business. Having successfully built up a large SSAS portfolio, we entered into the Self Invested Personal Pensions (SIPP) market in January 2011 by establishing Morgan Lloyd SIPP Services Limited.
Morgan Lloyd is a wholly owned subsidiary and is part of the same Group as Clifton Consulting Limited and Clifton Wealth Limited; this means we are uniquely placed to offer a full service when it comes to pensions and retirement, tax planning and pension led funding. Morgan Lloyd is positioned to provide ongoing services and support to the rapidly expanding self-administered pension market. Morgan Lloyd sought and obtained HMRC approved Trustee status and following the changes in pension legislation in April 2006, assuming the role of Scheme Administrator to Member Directed Pension Schemes. Morgan Lloyd are registered members of AMPS (Association of Member Directed Pension Schemes).
The Morgan Lloyd team offer a dynamic, innovative approach and focus on bespoke client service and technical assistance. Every client has their own dedicated administrator from inception through to completion of the investment transaction to ensure continuity and a smooth efficient service. Our clients also benefit from a client liaison team who deal with all existing client servicing and administration. We use a bespoke CRM system to manage all schemes. This is a sophisticated system which enables us to manage large volumes of schemes efficiently and incorporates automated bank reconciliation software. We are able to provide clients with online viewing access to scheme bank accounts if required.
Between the technical department , SIPP department and client liaison team, there is an extensive bank of knowledge and some of our team members have over 20 years experience with both SIPP and SSAS products. All scheme investments are approved by the technical department whose responsibility it is to ensure that the schemes are compliant with pensions, financial services, and trust legislation. They are continually passing their technical knowledge onto the team members to ensure that we are able to offer the best possible range of expertise.
Having an innovative financial planning arm to the business (Clifton Consulting Limited and Clifton Wealth Limited) which operates in tandem with the Morgan Lloyd group of companies is an obvious benefit allowing us to operate at maximum efficiency and provide our clients with a service that is second to none.
As a Group, we recently obtained the Investor in Customers Silver standard for the first time and we strongly believe that investing in our own staff will enable us to increase Morgan Lloyd’s presence in the market and place us at the forefront of our field. It is this investment in knowledge and encouragement of career progression that enables our clients to build long term working relationships with Morgan Lloyd.
We have direct access to the online facilities provided by the majority of investment providers used by our SSASs and SIPPs. Please contact us for more information about client access to these systems and regarding the launch of our Viewpoint platform powered by Novia.
For further information on your pension scheme administered by Morgan Lloyd, or any enquiry, please do not hesitate to call and one of our team members will be happy to helpView more