Products and Services

We offer a broad range of self invested pensions to cater for varying client needs from simple, low cost SIPPs to more complex SSASs. We operate a menu style fee structure so charges are fully transparent and easy to understand.

All SSAS and SIPP clients are provided with access to the MyViewpoint online portal providing a daily reconciled valuation

The Morgan Lloyd SSAS
The Morgan Lloyd SIPP
The Morgan Lloyd SSAS

SSAS (Small Self Administered Scheme)

Acknowledged as being the most flexible type of pension arrangement; a SSAS permits connected party loans and intangible assets such as intellectual property and unlisted shares.

A SSAS must be established by a sponsoring employer and can have up to 11 members which are usually directors of the business. SSASs are ideally suited for most Small to Medium Sized Enterprises (SMEs).

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The Morgan Lloyd SIPP

SIPP (Self-Invested Personal Pensions)

A type of personal pension offering greater investment flexibility. Investment options include peer-to-peer lending, commercial property, unlisted shares and intellectual property in addition to more traditional asset classes such as cash and equities.

There are a range of SIPP options available with restricted investments lists providing a lower cost solution or full bespoke SIPPs offering wider investment flexibility.

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Get in touch today

01275 379 200

enquiries@morgan-lloyd.co.uk