Capital Adequacy
Hartley Pensions Limited are in full compliance with the latest FCA capital adequacy rules that came into force affecting SIPP providers.
How it affects you ...An Individual Savings Account or ISA is a tax-efficient way to save for the future. Each year the government sets an annual allowance which is the maximum you can put into an ISA in any given year.
Currently the annual allowance for the 2019-2020 tax year is £20,000. All monies in an ISA remain tax-free and at Hartley we have a range of products to choose from. We currently offer the Hartley Stocks and Shares ISA, the Hartley Innovative ISA and the Hartley Junior ISA (JISA). Our transparent charging structure, choice of investments and individual customer care are among the many benefits of choosing Hartley as your ISA provider. Upon opening an ISA with us you will be assigned a highly-trained ISA administrator who can answer any enquiries you may have. We are so confident that you will be impressed with our service that we do not charge a fee to transfer your Hartley ISA to another provider.
