Transfer in a pension
Transfer your existing pensions to Hartley Pensions
Online Transfer Requests
Hartley Pensions use an online Transfer System called Origo to request the transfer where possible. Origo Transfers are designed to take up to 12 calendar days for the pension to arrive to Hartley Pensions.
If the transfer is not possible by Origo the transfer has to be requested by letter. Older style pensions and Occupational Transfers are normally requested by letter. This can take a longer to receive and more forms are often required to be sign by your ceding provider. Hartley Pensions will chase the transfer regularly and keep you and your adviser informed of any updates we receive.
Defined Benefit Transfers
Hartley Pensions accept Defined Benefit and pensions with safeguarded benefits into their white label SIPP’s. We do so on the basis that the Financial Conduct Authority rules have been followed and where necessary advice has been obtained and the transfer recommended by a FCA classified Pensions Transfer Specialist. For all Defined Benefit transfers and pensions that contain safeguarded benefits we will require two extra forms completed; the Financial Adviser Declaration and the Member Declaration Form. These forms can be found at the top of this page and on our Literature page.
In Specie Transfers can not requested via Origo. In Specie Transfers involve contacting your old provider to check the investments held can be reregistered on the new investment platform. If any can not be re-registered we will inform you immediately to obtain your instructions. In-Specie Transfers can take time to complete. There maybe a period of time during the re-registration that you can not trade until the process is complete. Hartley Pensions can not be held responsible for any investment losses during this time.
Transfer to a Hartley Pension and take control of your future today…
We can process your transfer in request via the Origo system so can complete the whole transfer in process within 12 days (providing your current scheme can). We accept in specie contributions, so you do not have to take your funds outside of the market. We have a specialist team who complete all transfers in within the quickest possible time.
Your SIPP is managed by pension professionals, all working towards professional qualifications in Pension and Financial administration, so we can offer the highest level of assistance. Once transferred, you have your own dedicated pension administrator, so you have a specialist to deal with at all times. All of Hartley pensions offer pension freedom, allowing you flexibility once you reach the age of 55.
Why Choose us?
Transfer out guarantee
We are so confident that you will be impressed with our service that we do not charge a fee to transfer your SIPP to another provider.
Throughout the whole life cycle of your SIPP you will be assigned your own dedicated administrator who will look after your cases at all times.
Hartley SIPP administrators are pension professionals, not call centre staff. All of our SIPP team either hold or are working towards industry-recognised pension qualifications.
Dedicated Specialists on Site
If one of our pension administrators are unable to answer your queries we have in-house compliance and technical support teams with over 50 years of industry experience to assist the SIPP team, which means that we can answer any complex queries timely and efficiently.
Hartley offer a wide range of products that are tailored to your individual requirements.
Hartley Pensions offer a transparent charging structure, so you’ll know exactly what fees you’ll need to pay and when.