In May 2020 the Bristol-based SIPP and SSAS provider Hartley Pensions launched a market-leading SIPP Portal, a project we worked on in collaboration with our technical partner, Newicon.
We’re really proud to have collaborated with software development specialists Newicon to help shape a revolutionary client portal for Hartley Pensions that goes well above and beyond current industry standards.
Hartley Pensions now have a SIPP portal that provides functionality that simply can’t be rivalled by its competitors. It will revolutionise the pension industry, serving to meet client needs with a functional, modernised interface that is also seamlessly responsive for desktop, tablet and mobile.
The portal allows IFAs, their clients and execution-only clients to set up, administer and take benefits from their SIPPs all in one place. The simple and easy process allows users to start and complete applications online in a matter of minutes.
With this new portal, Hartley Pensions has achieved full automation on all common pension administration requests. The tool will certainly help advisers and their customers during the coronavirus pandemic and lockdown period.
The user experience design-driven client portal has made for an intuitive, market-leading system that ensures accessibility and ease of use.
Some of the key features of this portal include:
- Ability to manage SIPP and investor details online
- View investment summary (with clear and easy to understand graphics)
- View bank transactions
- Secure Messaging for reliable, secure communications
- Full automation of the drawdown process
The Technical Director of Hartley Pensions, Michael Baber, has said, “We believe that Hartley Pensions have developed the best portal in the market when compared to other SIPP providers. We have conducted a comparison of five leading portals offered by our pension provider peers and we believe that for the majority of processes, our functionality and ease of use is far superior.”
We worked closely with our software development partner Newicon in the early phases to workshop, plan and design the portal. We’re really happy with what we helped create with Hartley Pensions and we are excited to see the improvements the portal will have on the industry.
Hartley Pensions Ltd is a pension provider authorised and regulated by the FCA. More information about Hartley can be found on their website, along with a leaflet with everything you need to know about the portal and the contact to enquire about demonstrations.