Hartley in 2018

2018 is going to be an exciting year for Hartley Pensions with lots of new developments that will enhance our offering further. These include:

  • A new investment platform will be released for IFA’s with a platform fee of 0.2%
  • SIPP, ISA and GIA accounts to be available on our new platform
  • New client portal making all processes automated and paper free
  • New IFA portal providing up to date client information with the ability to make requests without filling in forms.
  • New Life Assurance search engine offering competitive policies
  • Execution Only offering for clients coming direct to Hartley
  • New International Pensions proposition

New technology and new products but same 5 Star Service
Hartley Pensions is committed to customer service and will never be a ‘call centre’ provider. In 2018 we will continue to offer the best service to all our stakeholders. You can view our customer charter that helps set us apart.

We have also been independently rated by Defaqto that backs up our claim that we have a great range of products.

Qualified Staff
We have over 65% of our entire workforce holding financial industry qualifications. We are committed to investing in our staff through providing qualifications and giving them the experience required to look after you and your clients.

If you would like more information about Hartley Pensions or wish a visit from our Business Development Manager then please make contact with us.

All of the team at Hartley Pensions wish you a very happy and prosperous 2018.

By Michael Baber | January 26, 2018 | 0 Comments

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