Inside Morgan Lloyd – Lee Carwithen
Lee has 16 years' experience in the pension industry, with 14 of these years working with the SSAS and SIPP products.
I have worked within in all aspects of the SIPP and SSAS environment, from the calculation of retirement benefits to property acquisition and Pension-led funding. I love the investment opportunities that are available under Self-Invested Pension Schemes and the freedom it gives members to seek out the best possible return on their pension pots. Morgan Lloyd's step into the world of Peer to Peer lending is another exciting opportunity for the investor.
I have thoroughly enjoyed the (almost) 10 years I have worked at Morgan Lloyd; we have an amazing team who are knowledgeable and a pleasure to work with and I am very much looking forward to many more years here.
The information above is based on our understanding of the legislation applicable to UK Registered Pension Schemes, and HM Revenue & Customs rules. It is provided as a summary only and should not be taken as advice - Morgan Lloyd SIPP Services Ltd and Morgan Lloyd Administration Ltd are not authorised to give financial advice and will not be responsible for any decision or action taken as a result of relying on this information. If you are a retail client you should seek financial advice from a financial adviser who is authorised by the Financial Conduct Authority and/or seek guidance from the Government’s Pension Wise service.
