Hartley Pensions Product Launch
We are pleased to announce the launch of our new suite of pension products. We have used our 35 years experience of administering pension schemes to help design our new products. Our research has shown us that clients want a straightforward product range with a charging structure that they can understand, alongside a tailored first class level of customer service.
Our new products offer:
A simple charging structure with no hidden fees
Your own professional pension administrator
Accumulate a pension fund in a variety of flexible investments
Full Drawdown options available to tailor your client’s retirement
No Transfer Out fee
Hartley Pensions aim is for clients to have the right financial product now and one that can adapt to changing circumstances. Clients can move freely between the products to ensure they have the right SIPP functionality at the right price.
ABACUS SIPP
Low-cost SIPP that allows you to invest your pensions into one investment platform.
PROSPERITY SIPP
Diversify your pension across many different investment classes to suit you.
EMPIRE SIPP
Provides the ability to hold commercial property within your pension.
HARTLEY SSAS
Occupational pension scheme that can be used to buy property, hold investments or loan money to your company.
JUNIOR SIPP
Available for ages under 18 to start their pension saving in a cost effective product.
CONTRIBUTION ONLY SIPP
Build your pension savings with an investment platform of your choice.
Simplicity in our Fees
| Abacus SIPP | Uncrystallised | Crystallised |
|---|---|---|
| Establishment Fee | £125 | £125 |
| Annual Administration Fee | £175 pa | £300 pa |
| Prosperity SIPP | Uncrystallised | Crystallised |
|---|---|---|
| Establishment Fee | £175 Setup | £175 Setup |
| Annual Administration Fee | £300 pa | £400 pa |
| Empire SIPP | Uncrystallised | Crystallised |
|---|---|---|
| Establishment Fee | £1,000 Setup | £1,000 Setup |
| Annual Administration Fee | £750 pa | £750 pa |
The Establishment fee covers your initial application, transferring in of existing pensions and investing your pension fund. All fees are subject to the addition of VAT.
NO TRANSFER OUT FEES
We are so confident you will be impressed iwth our service that we do not charge a fee to transfer out. Other fees placed on all SIPPs are as follows:
| Divorce Cost Fees | £750 |
|---|---|
| Paying Death Benefits | £300 |
| If Non-Standard Asset (NSA) Fee – if Non Standard Asset is held* | £250 pa increase in admin fee |
| Property Sale Cost | £750 |
*Not available on Abacus Sipp
Please see the Key Features Document for further details on fees for each product.
All fees are subject to the addition of VAT.
Please contact us using the link below for more information on our products and services that we can offer.
