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 ...Make tax-efficient investments for your child with the Hartley Junior Stocks & Shares ISA (S&S JISA). Select a platform of your choice and start planning for the future today.
Transparency on Charges
The charging structure of the Hartley S&S JISA is transparent. There are no hidden charges.
| Hartley S&S JISA | Fees |
|---|---|
| Establishment Fee | £50 + VAT |
| Annual Administration Fee | £100 + VAT |
The Establishment fee of £50 + VAT covers your initial application, all of your JISA transfers in or cash subscriptions, and your investment administration. The Annual administration fee is charged in advance and covers the day-to-day administration of your ISA − including collecting JISA subscriptions, claiming tax relief, providing an annual valuation, and completing all HMRC and FCA reporting to maintain the tax efficiency of your JISA.
Key benefits at a glance
Tax-free investment
Choose investment platform
Your own ISA administrator
No transfer out fees
No transfer out fees
We are so confident you will be impressed with our service that we do not charge a fee to transfer out.
The Professional Personal Touch
Hartley has provided financial products to clients for over 35 years. We are not a call centre − your calls are answered by a trained financial industry professional. Every client is assigned their own personal administrator, who holds industry-recognised qualifications. To us, you are not just another customer − we understand that every client has specific requirements. We are here to make the complex world of investments simple.
Important Information
Please read the Key Features Document and the Hartley S&S JISA Terms & Conditions in full prior to applying for the Hartley S&S JISA. These documents and further information can be found on our website.
Hartley are not authorised to give financial advice. We strongly recommend you seek independent financial advice from an FCA-authorised individual and tax advice from a suitably qualified tax adviser so they can tailor recommendations based on your personal circumstances and future.
Register your interest now
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