Hartley Pensions are here to help you every step of the way. Below you will find all of the documents that you will need to communicate information to us. If you need further help then please find information under the contact us page of the website.
Product Sheets
| Filename | Modified | |
|---|---|---|
 Abacus SIPP |
18/12/2017 |  |
| Empire SIPP |
18/12/2017 | |
| Prosperity SIPP |
18/12/2017 | |
| Contribution only SIPP |
18/12/2017 | |
| Junior SIPP |
18/12/2017 | |
Fee Schedule
| Filename | Modified | |
|---|---|---|
| Hartley Pensions SIPP Fee Schedule |
18/12/2017 | |
Key Features Documents
| Filename | Modified | |
|---|---|---|
| Abacus SIPP - KFD |
23/08/2021 | |
| Empire SIPP - KFD |
23/08/2021 | |
| Prosperity SIPP - KFD |
23/08/2021 | |
| Contribution only SIPP - KFD |
23/08/2021 | |
| Junior SIPP - KFD |
23/08/2021 | |
| Terms and Conditions |
31/07/2018 | |
| Greyfriars Key Features Document |
16/04/2019 | |
| Execution Only Abacus SIPP - KFD |
23/08/2021 | |
| Execution Only Empire - KFD |
23/08/2021 | |
| Execution Only Prosperity SIPP - KFD |
23/08/2021 | |
| Execution Only Contribution SIPP - KFD |
23/08/2021 | |
| Execution Only Junior SIPP - KFD |
23/08/2021 | |
| Berkeley Burke Bespoke SIPP - KFD |
23/08/2021 | |
| Berkeley Burke PPP - KFD |
23/08/2021 | |
| Pension Money SIPP - KFD |
23/08/2021 | |
Application Forms
| Filename | Modified | |
|---|---|---|
| Application Form |
07/02/2018 | |
| Transfer In |
26/02/2021 | |
| Contribution Form |
07/02/2018 | |
| Expression of Wish |
18/12/2017 | |
| Property Questionnaire |
18/12/2017 | |
| Junior SIPP Application |
18/12/2017 | |
| Junior SIPP Contribution Form |
18/12/2017 | |
Taking Benefits
| Filename | Modified | |
|---|---|---|
| Retirement Request Form |
01/03/2021 | |
| Capped to Flexi Access |
07/02/2018 | |
| The Money Advice Service |
23/04/2021 | |
| Pension Wise |
28/06/2017 | |
General Administration
| Filename | Modified | |
|---|---|---|
| Transfer Out |
18/12/2017 | |
| Change of Personal Details Form |
05/04/2024 | |
| High Net Worth Declaration |
07/02/2018 | |
| Sophisticated Investor Form |
07/02/2018 | |
| Direct Debit Mandate |
18/12/2017 | |
| Permitted Investments |
14/01/2022 | |
Transfer in Authority Forms
| Filename | Modified | |
|---|---|---|
| RL360 - Transfer in Authority form |
26/02/2021 | |
| Filename | Modified | |
|---|---|---|
| Hartley SSAS |
18/12/2017 | |
| SSAS Fee Schedule |
26/09/2017 | |
| SSAS Application Form |
10/09/2018 | |
| Hartley SSAS - KFD |
26/04/2018 | |
| SSAS Transfer In |
18/12/2017 | |
| Taking Benefits |
26/04/2018 | |
| Property Questionnaire |
26/04/2018 | |
| Expression of Wish |
26/04/2018 | |
| Capped to Flexi Access |
26/04/2018 | |
| Transfer Out Form |
04/07/2018 | |
Product Sheets
| Filename | Modified | |
|---|---|---|
| Innovative ISA |
18/12/2017 | |
| Stocks and Shares ISA |
18/12/2017 | |
| Junior S&S JISA |
18/12/2017 | |
KFD Documents
| Filename | Modified | |
|---|---|---|
| Innovative ISA - KFD |
18/12/2017 | |
| Stocks and Shares ISA - KFD |
18/12/2017 | |
| Junior S&S ISA - KFD |
18/12/2017 | |
SIPPS
| Filename | Modified | |
|---|---|---|
| Lifetime SIPP fee schedule |
31/07/2018 | |
| Hartley SIPP fee schedule |
31/07/2018 | |
| Lifetime SIPP Key Features Document |
14/11/2018 | |
| Filename | Modified | |
|---|---|---|
| Hubwise Key Features Document |
21/05/2020 | |
| Advance Key Features Document |
21/05/2020 | |
| Hubwise Application Form |
27/04/2018 | |
| Advance Application Form |
02/10/2018 | |
| Hubwise Transfer In Form |
26/02/2021 | |
| Advance Transfer In Form |
03/04/2020 | |
| Hubwise Contribution Form |
14/06/2018 | |
| Advance Contribution Form |
02/10/2018 | |
| Hubwise Property Purchase Questionnaire |
27/02/2018 | |
| Advance Property Purchase Questionnaire |
24/09/2018 | |
| Hubwise Retirement Request Form |
01/03/2021 | |
| Advance Retirement Request Form |
01/03/2021 | |
| Hubwise Capped to Flexi-Access Switch Form |
27/02/2018 | |
| Advance Capped to Flexi-Access Switch Form |
24/09/2018 | |
| Hubwise Transfer Out Form |
27/02/2018 | |
| Advance Transfer Out Form |
24/09/2018 | |
| Hubwise Change of Personal Details Form |
27/02/2018 | |
| Advance Change of Personal Details Form |
24/09/2018 | |
| Direct Debit Mandate |
27/02/2018 | |
| Hubwise Expression of Wishes Form |
03/05/2018 | |
| Advance Expression of Wishes Form |
24/09/2018 | |
Business Partner Forms
| Filename | Modified | |
|---|---|---|
| Hartley Due Diligence Pack |
18/12/2017 | |
| Hartley Introducer Declaration Form |
18/12/2017 | |
| Hartley Business Partner Questionnaire |
18/12/2017 | |
RL360
| Filename | Modified | |
|---|---|---|
| RL360 - Application Form |
16/06/2020 | |
| RL360 - Change of Personal Details |
16/06/2020 | |
| RL360 - Contribution Form |
16/06/2020 | |
| RL360 - Direct Debit Form |
16/06/2020 | |
| RL360 - Expression of Wishes |
16/06/2020 | |
| RL360 - Income Request |
16/06/2020 | |
| RL360 - KFD |
16/06/2020 | |
| RL360 - Retirement Request Form |
01/03/2021 | |
| RL360 - Transfer in Authority Form |
01/03/2021 | |
| RL360 - Transfer out Authority From |
16/06/2020 | |
| RL360 - RL360 SIPP T&Cs |
07/09/2020 | |
| Financial Adviser Insistent Client Declaration |
16/06/2020 | |
Ardan SIPP
| Filename | Modified | |
|---|---|---|
| Ardan SIPP Application Form |
04/02/2022 | |
| Ardan SIPP Expression of Wishes |
04/02/2022 | |
| Ardan SIPP Key Features Document |
04/02/2022 | |
| Ardan SIPP Pension Trustee Application |
04/02/2022 | |
| Ardan SIPP Terms & Conditions |
04/02/2022 | |
| Ardan SIPP Transfer in Authority |
04/02/2022 | |
| Pricing Schedule |
04/02/2022 | |