Working in partnership

We not only maintain effective and professional relationships with manageable numbers of designated 'Business Partners', each of whom is given a dedicated Administrator fully conversant with their SIPPs, but also have working relationships with providers that contribute to the efficient operation of our exceptional SIPPs service.

Terms of Business
Our third-party administration company Hartley SAS Ltd (HSAS), which began administering schemes some 30 years ago, provides the day-to-day administration of SIPPs for us under a service agreement.
As you would expect from a leading SIPPs specialist, we operate excellent systems from a renowned provider of pensions software, Aries. Using their Key Features illustration system, we are able to provide our Business Partners with quotations when required, once the  Aries Terms and Conditions have been duly signed and returned.

Aries T&Cs
Each client has their SIPP bank account with the Royal Bank of Scotland (RBS) in Bristol. We are able to provide our Business Partners with on-line access to each client's bank account on a read-only basis. Other key suppliers include Enhance Solutions (compliance and other guidance) and Data Management Associates (secure electronic filing system).

The Lifetime SIPP is also a registered user of the Origo system. This has allowed any transfer requests to be processed faster for the majority of SIPP members.

As well as offering a "white label" option we have also developed a Online and paper free application process, if you are interested in the online application process please contact us on 0117 316 9944.  A Scheme Summary is issued as soon as the initial SIPP funds are received and statement/illustrations are issued annual thereafter. Adhoc Scheme Summaries can also be issued upon request.

 

© The Lifetime SIPP Company Terms & Conditions  |  Privacy Policy
The Website is specifically designed for use in the United Kingdom only and the information on it relates to products and services marketed to residents of the United Kingdom only. You must not use the Website in countries where its use is restricted or prohibited by local laws, regulations, codes or customs. We recommend that Non UK residents should refer to a source of financial information within their own country. Please note that in respect of these Website Terms & Conditions, if you are a consumer then (a) the Law of England and Wales applies, and (b) the courts of England & Wales shall have non-exclusive jurisdiction over any dispute arising out of the Website Terms & Conditions. If you are a business then (a) the Law of England and Wales applies, and (b) the courts of England & Wales shall have exclusive jurisdiction over any dispute arising out of the Website Terms & Conditions. By using this Website you are agreeing to this.

If you would like details of an authorised financial adviser, please contact us on 0117 3169944. E-mail: info@thelifetimesipp.com. All administration enquiries should be directed to our appointed administrators: Hartley SAS Ltd on 0117 316 9991, e-mail: admin@hartleysas.co.uk.

The Lifetime SIPP is issued and managed by The Lifetime SIPP Company Ltd, 8th Floor, 25 Marsh Street, Bristol BS1 4AQ. VAT registration number: 567 7892 69. Registered in England Wales No. 2455807. Registered address: 8th Floor, 25 Marsh Street, Bristol BS1 4AQ.

The information contained in this website is based on our understanding of tax law and practice as at 5th March 2015, which can be subject to change without notice. Nothing in this website is to be considered as giving individual investment advice.

Authorised and regulated by the Financial Conduct Authority and entered in their register at www.fsa.gov.uk/register/home.do under reference number 464526. The FCA does not regulate commercial property.