Adviser chases Hartley Pensions for ten months over clients' SSAS transfer

Takes case to The Pensions Ombudsman

clock • 2 min read

A financial adviser has said he is taking his clients’ case to The Pensions Ombudsman after chasing a transfer from now defunct SIPP provider Hartley Pensions for the past ten months without success.

Chris Allen, managing partner at ACJ Financial Planning, acts for two members of a SSAS whose transfer away from Hartley – in special administration under UHY Hacker Young – has now been stalled for almost a year. Over that period a series of broken promises by Hartley means the members' assets, in excess of £2.7m according to Allen, have been effectively frozen, including property, investments and cash balances. Allen said: "I set a final deadline for a substantive response [on 7 September], with formal notice of the steps I would take if it passed. It has now passed. I am proceeding...

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

Mind the gap: Why advisers have a key role in closing the gender pension divide

Mind the gap: Why advisers have a key role in closing the gender pension divide

'While access to pensions has improved, barriers remain'

Julia Peake
clock 22 October 2026 • 5 min read
Planning points: Paying pension funds to charity on death

Planning points: Paying pension funds to charity on death

IHT on pensions may create opportunities for charitable giving

Martin Jones
clock 16 October 2026 • 3 min read
Torsten Bell: Pensions industry must 'give ground' to what savers trust

Torsten Bell: Pensions industry must 'give ground' to what savers trust

Torsten Bell says what the industry is doing is a ‘triumph’, but there must be transparency

Holly Roach
clock 15 October 2026 • 1 min read