Why Choose Morgan Lloyd?

We work closely with clients and financial adviser firms to ensure they get the most out of working with Morgan Lloyd. We’ll support financial advisers and their clients right from the start of our relationship and on an ongoing basis.

What can you expect from working with Morgan Lloyd?

Step One Initial discussion

Our clients usually work with financial advisers however we can accept non advised clients for some investments. We have due diligence documents and guides available to help you decide whether Morgan Lloyd is the right self-invested pension provider for you.

Step Two Set up scheme

On receipt of a new application we will set up a new scheme and provide the client with a welcome pack. We will arrange pension transfers and set up pension contributions. All clients are provided with MyViewpoint access to view their scheme valuations online.

Step Three Investments

The adviser and/or client will choose the investments to hold in the SSAS or SIPP wrapper, for complex investment it may take a few weeks to complete the investment but for simple investments we can arrange the investment within a couple of days.

Step Four Ad hoc requests

The adviser (or client if non advised) can contact us at any point with queries regarding a scheme. Our experienced administration and technical team are on hand to help.

Step Five Annual reviews

On an annual basis clients will be provided with an annual valuation of their scheme. This will be issued via email however clients and their adviser can log into MyViewpoint for an up to date valuation 24/7.

Step Six Taking benefits

When a client is ready to take their retirement benefits we have a variety of options available. We allow the full range of flexible payment methods. We will arrange the payment of tax free cash and pension income including payment of tax to HMRC.

Get in touch today

01275 379 200