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Client Zone
IFA Zone
Set up a regular contribution
Choose the type of contribution you’d like to set up
Personal regular
contribution
Employer regular
contribution
Third party regular contribution
What happens next?
For personal contributions
Complete correct contribution form
Complete Direct Debit Mandate
Hartley Pensions will set the Direct Debit to collect your regular contribution on your selected payment date
For employer contributions
Complete correct contribution form
Complete Direct Debit Mandate
Hartley Pensions will set the Direct Debit to collect your regular contribution on your selected payment date
Hartley Pensions will need to complete Due Diligence on all Company shareholders that hold more than 25% share captial
For third party contributions
Complete correct contribution form
Complete Direct Debit Mandate
Hartley Pensions will set the Direct Debit to collect your regular contribution on your selected payment date
Hartley Pensions will need to complete Due Diligence on all third parties prior to first payment