Hartley Pensions Limited have been offering a pension schemes since 1981, we offer an array of SIPPs that can cater for your retirement and investment circumstances, you can view our range of SIPPs by clicking the link below under how to apply.
How to apply
Hartley Pensions do not offer financial advice on the suitability of the pension or the investment. It is important that you read all of the literature made available so you can make an informed choice and have chance to ask any questions before agreeing to the terms and conditions of each product. If you are unsure then we recommend that you seek independent financial advice.
On completion of the application you agree that you have read and understood SIPPs Key Features Document and Terms and Conditions for the chosen SIPP product. You can also view our SIPP charges by clicking the link below.
Adviser Application
Select this option if you are a financial adviser and you are recommending a client to open a Hartley Pension Scheme.
Non Adviser Application
Select this option if you do not have an adviser and want to proceed on an execution only basis to open a Hartley Pension Scheme.
Four step application process
Read Key Features Document and Terms and Conditions
Apply for your chosen SIPP
Fund your SIPP by transferring in an existing pension or by making a pension contribution
Once your SIPP is opened we will invest your funds into your chosen investment
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.
More information on our SSAS product can be found here
