How to Apply

Speak to a Financial Advisor

Hartley Pensions Ltd do not give financial or tax advice under any circumstances. To help you make the right decision about your retirement needs, please speak with your financial adviser. If you don’t have an adviser, you can find one on unbiased.co.uk

SIPP

If you are an advisor, you can sign up to our online application, where you will be able to create key features illustrations, set up a SIPP and monitor your clients SIPP. Call us on 0117 316 9991 or use the Contact section on the website and we will send terms of business and other documentation required to get you started. Alternatively, our paper application forms are available under the literature section of our website.

If you are a direct client, to set up a SIPP you will need to download and complete a paper application form, which can be found in the literature section of our website. You will need an IFA to assist you in ensuring that the product is right for you prior to an application being made. Your advisor will provide you with a personal illustration and key features of your chosen product.

You can post or email the forms to the details below.

SSAS

To apply for a SSAS you will need to download and complete a paper application form, which can be found in the literature section of our website. The form will need to be completed by the individual trustees and on behalf of the employer.

We would recommend you seek the advice of an Independent Financial Adviser to assist you in ensuring that the product is right for you prior to an application being made.

You can post or email the forms to the below details.

ISA

To apply for an ISA you will need to download and complete a paper application form, which can be found in the literature section of our website.

If you have any questions before applying, please call us on 0117 316 9991 or use the Contact section on the website.

 

Submitting your forms

You can post or email the forms to the details below.

Address to send forms:

Hartley Pensions Ltd
8th Floor
25 Marsh Street
Bristol
BS1 4AQ

Email: admin@hartleysas.co.uk

Capital Adequacy

Hartley Pensions Limited are in full compliance with the latest FCA capital adequacy rules that came into force affecting SIPP providers.

How it affects you ...