Morgan Lloyd joins Origo’s Options Transfer service

PRESS RELEASE – March 2019

Morgan Lloyd has announced it has joined Origo’s market-leading Options Transfer service to provide a major boost for our clients.

The move marks an important milestone in the evolution of Morgan Lloyd and will deliver a dramatic reduction in the transfer times of our clients’ pension fund assets.

Our relationship with Origo will also provide major benefits to our burgeoning network within the adviser community.

Morgan Lloyd is confident that working with the major players in the market will further improve our customer journey for the SIPP investor and intermediary alike.

The ability to speed up the pension transfer process and access to the latest technology will deliver an increase in asset flows into Morgan Lloyd as well as out, which we believe is equally important to our holistic approach to customer service which has gained us a ‘Gold’ Investor in Customers rating.

Group Business Development Director Anthony Carty said: “We are thrilled to be working with Origo. It has taken several years of preparation for us to join the UK’s longest running pension transfer service.

“Working with Origo can only enhance the reasons a client might choose Morgan Lloyd to administer their pension assets and make our Viewpoint Portfolio platform more attractive to the adviser community.

“The ability to offer rapid pension transfers provides another string to our bow and positions Morgan Lloyd alongside the more 100 brands currently using the service.”


Notes to editors:

Morgan Lloyd was established in 2003 to provide professional Pension Trustee and Administration Services for Small Self-Administered Schemes (SSAS). 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 launched its own platform, Viewpoint Portfolio, in late 2018.

Morgan Lloyd is a wholly owned subsidiary of Clifton Asset Management.

The active and personal management of each of our schemes is at the heart of our business and as a group, we recently obtained the Investor in Customers Gold standard for the first time.

The information above is based on our understanding of the legislation applicable to UK Registered Pension Schemes, and HM Revenue & Customs rules. It is provided as a summary only and should not be taken as advice - Morgan Lloyd SIPP Services Ltd and Morgan Lloyd Administration Ltd are not authorised to give financial advice and will not be responsible for any decision or action taken as a result of relying on this information. If you are a retail client you should seek financial advice from a financial adviser who is authorised by the Financial Conduct Authority and/or seek guidance from the Government’s Pension Wise service.