Inside Morgan Lloyd – Lee Carwithen

Lee has 16 years' experience in the pension industry, with 14 of these years working with the SSAS and SIPP products.

I have worked within in all aspects of the SIPP and SSAS environment, from the calculation of retirement benefits to property acquisition and Pension-led funding. I love the investment opportunities that are available under Self-Invested Pension Schemes and the freedom it gives members to seek out the best possible return on their pension pots. Morgan Lloyd's step into the world of Peer to Peer lending is another exciting opportunity for the investor.

I have thoroughly enjoyed the (almost) 10 years I have worked at Morgan Lloyd; we have an amazing team who are knowledgeable and a pleasure to work with and I am very much looking forward to many more years here.


This information reflects the regulatory and taxation situation as it affects pensions at the time of publication in April 2017 and is provided to the best of our knowledge. It is not a complete representation of the pensions legislator landscape and is for guidance and information purposes only. We cannot be held responsible for any errors, omissions or subsequent legislative changes.