Administration Services

Hartley has been providing pension administration services for over 35 years. We are experts in our field and invite you to talk to us about how we can help your business.

Hartley Pensions can help by providing:

Hartley has been administrating white labelled SIPP’s for major platform providers and numerous IFA networks. We can provide a tailored service that will meet your requirements.

Hartley does not offer a call centre administration service. We are financial professionals who will look after your clients. Excellent customer service comes as standard.

Our bespoke systems can offer you a standard application or it can be tailored to meet your product requirements. Our system will allow a full online application process. Access can be given to advisers and client to view the financial products we administer. These can all be modified so you are in control of the information provided.

Our systems are fully open to receive downloads from other companies, this maybe daily valuations or application information. We can also send information to external companies if required.

The secret to our success is down to the partnership we create between you, Hartley and the end client.

Please contact us for more information on how we can help you.

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Our Values

Hartley Pensions is dedicated to providing superior services to our business partners and clients. We remain committed to providing a professional efficient service while administering our clients’ pensions by providing individual, customised attention through out our lifelong partnership.

Treat each client as an individual

Maintain a high standard of customer service

Work as a team to provide services efficiently and in a professional manner

Creative and innovative use of technology to respond to ever changing needs of our clients and changes in legislation

Maintain a high level of excellence through frequent and varied employee training

Demonstrate compassion to clients and their beneficiaries

Communicate changes and improvements in Pension related areas to our business partners frequently in a clear understandable manner

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 ...