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 ...Take control of your pension with the Hartley Contribution Only SIPP. Select an investment platform of your choice and plan for the future.
Transparency on Charges
The charging structure of the Contribution Only Self-Invested Personal Pension (SIPP) is transparent. There are no hidden charges.
| Contribution Only SIPP | Uncrystallised |
|---|---|
| Establishment Fee | £50 setup + VAT |
| Annual Administration Fee | £50 + VAT pa |
The Establishment Fee of £50 + VAT will cover your initial application and your investment administration. Only contributions will be allowed. If you wish to transfer in other pensions, you need to move to a Hartley Pensions Abacus SIPP or Prosperity SIPP.
The Annual Administration Fee is charged in advance and covers the day-to-day administration of your SIPP − including collecting pension contributions, claiming tax relief, providing an annual valuation, and completing all HMRC and FCA reporting to ensure your pension remains tax efficient.
When you decide to take your pension benefits, you will move to the Crystallised product of the Abacus SIPP or Prosperity SIPP.
Key benefits at a glance
Your own pension administrator
No Transfer out fees
No transfer out fees
We are so confident you will be impressed with our service that we do not charge a fee
to transfer out.
The Professional Personal Touch
Hartleys Pensions have provided pension products to clients for over 35 years. We are not a call centre − your calls are answered by a trained pension professional. Every client gets their own personal Pension Administrator, who holds industry-recognised qualifications. To us, you are not just another customer − we understand that every client has specific requirements. We are here to make the complex world of pensions simple.
Important Information
Only one investment can be held within the Hartley Contribution Only SIPP. If you wish to hold more than one investment or transfer other pensions to your SIPP, you will need to move to the Hartley Prosperity SIPP. Please read the Key Features Document and the Contribution Only SIPP Terms & Conditions in full prior to applying for a Contribution Only SIPP. These documents and further information can be found on our website. Hartley Pensions are not authorised to give financial advice. We strongly recommend you seek independent financial advice from an FCA-authorised individual and tax advice from a suitably qualified tax adviser so they can tailor recommendations based on your personal circumstances and future requirements.
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