Hartley have been offering pensions since 1981. You can trust us to look after your pension. We have the expertise to make the complicated nature of pensions simple.
Benefits
- Lower fees
- Simple application process
- Your own fully qualified pension administrator
- Funds can be transferred in specie so they will not leave James Brearley. This means that funds do not require disinvestment and you are always invested
- Hartley SIPP’s are rated 5 stars by Defaqto and MoneyFacts
Charges
Annual Fees
| Hartley Pensions SIPP | Uncrystallised | Crystallised |
|---|---|---|
| Establishment | £0 | £75 |
| Ongoing | £75 | £175 |
| Transfer Out | £75 | £75 |
The administration fee will be charged annually in advance.
Other Fees
| UFPLS charge per event | £75 |
| Death | £300 |
| Divorce | £500 |
Please note that VAT will be charged on all fees.
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 and you have agreed to invest your SIPP funds into the investment platform provider, James Brearley and Sons Ltd.
Adviser Application
Select this option if you are a financial adviser and you are recommending a client to open a Hartley Pension SIPP to receive a transfer in to invest into James Brearley.
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 SIPP to receive a transfer into invest into James Brearley
Four step application process
Read Key Features Document and Terms and Conditions
Apply for a Hartley SIPP
Fund your SIPP by Transferring in an existing pension or by making a pension contribution
