Hartley Portal – the digital SIPP that will revolutionise the pension industry
Hartley Pensions have designed a portal to suit client needs in the modern world of retirement. The Hartley Portal provides you and your clients with a fully online experience. You access via a modern, functional portal that’s completely responsive for desktop, tablet and mobile. The Portal also provides functionality that can’t be rivalled by competitors. It allows IFAs and clients to set up, administer and take benefits from their SIPPs all in one place.
The following features
Hartley Pensions has achieved full automation on all common pension administration requests, and the portal has the following features as standard:
- Ability to manage SIPP and investor details online
- View investment summary
- Full lifecycle of SIPP digitalised
- View bank transactions
- Secure Messaging for reliable, secure communications
- Full automation of the drawdown process
We have developed the best portal in the market when compared to other SIPP providers. We have conducted a comparison of five leading pension providers portal and we believe that our functionality and ease of use is far superior.
Simple and easy login
If you have already registered for the Hartley Portal you can access it through the link below
Modern and functional
For each individual client you can drill down and review SIPP performance, Portfolio performance, Transactions and Fund Splits. All of which are displayed graphically for ease of understanding. The simple and easy interface allows you to create and start and complete new applications in a matter of minutes.
Next steps
If you are interested in viewing the portal please contact us at Portal@hartleypensions.com
We will be very pleased to setup a demonstration to suit you.
Our Hartley Portal leaflet available to download below: