SIPP transfers from failed Hartley Pensions headed to Morgan Lloyd

Administrators UHY Hacker Young name firm as nominated operator

Jenna Brown
clock • 2 min read

Morgan Lloyd has been named as the nominated operator to receive transfers from failed self-invested personal pension (SIPP) provider Hartley Pensions.

UHY Hacker Young is overseeing the administration and chose Morgan Lloyd, a subsidiary of Clifton Asset Management, after an "extensive period of due diligence" and in conjunction with the Financial Conduct Authority (FCA). Hartley went into administration at the FCA's request in August 2022. Morgan Lloyd, a pensions management and administration business in operation for more than 20 years, said its appointment was a positive step for Hartley clients. Clifton Asset Management director Anthony Carty said: "Our appointment as the nominated operator to receive transfers from the Hart...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Pensions

The importance of defining the roles within a SSAS

The importance of defining the roles within a SSAS

'Poor role discipline can create compliance, tax and fiduciary risk'

Caitlin Southall
clock 08 October 2026 • 4 min read
AJ Bell warns Budget could 'exacerbate' 76% pension lump sum withdrawal rate

AJ Bell warns Budget could 'exacerbate' 76% pension lump sum withdrawal rate

AJ Bell has called on chancellor John Healey to commit to a pension tax lock

clock 06 October 2026 • 2 min read
Rachel Vahey: Pension savers need stability, not another panic-fuelled tax raid

Rachel Vahey: Pension savers need stability, not another panic-fuelled tax raid

'Real-world consequences of allowing pension tax speculation to run unchecked'

Rachel Vahey
clock 05 October 2026 • 3 min read