New portal solution offers IFA’s full automation of pensions administration in the time of coronavirus
Wilton, the Mayfair adviser has launched a market leading SIPP Portal through its Bristol-based SIPP and SSAS provider Hartley Pensions.
The Portal provides IFA’s with the perfect lockdown solution to provide new clients with remote pensions administration (from application to taking benefits). Hartley Pensions has achieved full automation on all common pension administration requests
Hartley Pensions have developed a SIPP portal that provides functionality that can’t be rivalled by its competitors. It allows IFAs, their clients and execution only clients to set up, administer and take benefits from their SIPPs all in one place.
Denis McHugh, CEO of Hartley Pensions had this to say: “Once again Hartley Pensions is a the forefront developing market leading propositions for IFA’s. We are immensely proud of the Hartley Portal and we hope that IFA’s will immediately see the benefits it offers their business”
Michael Baber Technical Director of Hartley Pensions “We have developed full automation on all common pensions requests with the launch of our new Portal. This will immediately prove beneficial to IFA’s in the current business environment under lockdown.“
“We believe that Hartley Pensions have developed the best portal in the market when compared to other SIPP providers. We have conducted a comparison of five leading portals offered by our pension provider peers and for the majority of processes, our functionality and ease of use is far superior.”
Neill Jones, Operations Director of Newicon who helped develop the portal said, "It has been an absolute pleasure to collaborate with such an innovative team at Hartley and to help bring all of their exciting ideas to fruition in the stunning new portal."
Hartley is a pension provider authorised and regulated by the FCA. More information about Hartley can be found on its website.
Notes to the Editor:
In 1981, Hartley established itself as a SSAS provider and in 2001 opened its first SIPP. Hartley now offer ISAs, QNUPS, QROPS and Life Assurance in addition to SIPPS and SSAS. Hartley also act as third party pension administrators for one of the UK’s leading investment and trading platforms.
Hartley pride themselves on establishing and maintaining long-lasting relationships with business partners and clients by providing them with professional, friendly and personalised administration. Hartley products are designed to be flexible, straight-forward and relevant to clients’ needs.
Upon joining the Wilton Group in 2015, Hartley expanded their range of products and services available to clients and are thus are delighted to be in a position to provide innovative and flexible wealth management solutions.