Welcome to Morgan Lloyd
A specialist SIPP and SSAS provider for more than 20 years
Your Morgan Lloyd Client Journey
The letter you have received from UHY Hacker Young describes your options in detail. In short, you have two choices to consider.
- Choose not to transfer your SIPP to Morgan Lloyd
- Choose to transfer your SIPP to Morgan Lloyd
While we do not have full information about your SIPP, we can now respond to your individual enquiries where you can reference your letter, titled "SIPP Transfer to Morgan Lloyd", and tell us about the assets that are held in your SIPP.
Outlook SIPP
The Outlook SIPP can invest in commercial property and will accept the transfer of certain non-standard assets including unlisted shares, bonds, loan notes, and peer to peer lending.
The SIPP can also invest in more traditional investments such as cash deposits, UK listed stocks and shares, platform investments, trustee investment plans, discretionary managed portfolios, and other investments which the FCA regard as Standard Assets for SIPPs.
FIND OUT MOREDirectus SIPP
The Directus SIPP has a restricted investment list enabling the SIPP to be provided at a lower cost than a full SIPP.
The SIPP can invest in cash deposits, UK listed stocks and shares, platform investments, trustee investment plans, discretionary managed portfolios, and other investments which the FCA regard as Standard Assets for SIPPs.
FIND OUT MOREIf you wish to obtain information from Morgan Lloyd regarding the nature of the SIPP offered, the fees involved, or any questions about particular asset classes, please be prepared to give us the following information when you call or email:
- Your full name
- Your email address
- Your phone number
- The name of the SIPP you will be transferred to
- The PSTR Number of the SIPP you will be transferred to
- Your Letter reference number
- A list of the assets that you believe are held in your scheme
We do not need to know if you are, or are not, looking to transfer at this time.
Please remember, we have a dedicated team answering your questions.
They will not be able to give you the full information you require immediately. Your query will be answered as soon as we can by email, so it is important that we have as much information as possible.
If you do not have an email address or do not want to provide this, please be aware that a response to your query by phone my take longer.
Alternatively, if you have your letter to hand, you can contact us using the button below.
