Lisa Virgin's Contact Details

Lisa Virgin's Company Details

Morgan Lloyd Administration Limited

Pill, England, United Kingdom • 17 Employees
Financial Services

Morgan Lloyd (www.morgan-lloyd.co.uk) was established in 2003 to provide professional Pension Trustee and Administration Services for Small Self-Administered Schemes (SSAS) and has enjoyed significant organic growth since then. The active and personal management of each scheme is at the heart of the business at Morgan Lloyd. Having successfully built up a large SSAS portfolio, it entered into the SIPP market in January 2011 and established Morgan Lloyd SIPP Services Limited. Morgan Lloyd is a wholly-owned subsidiary and is part of the Clifton Group of companies, which also includes the market-leading Pensionledfunding.com brand (www.pensionledfunding.com), the second largest provider of alternative funding in the UK (source altfi.com), and Wealth Management and Employee Benefits business, Clifton Wealth Ltd (www.clifton-wealth.com). This puts Morgan Lloyd in a unique position to offer a full service when it comes to pensions and retirement, tax planning and Pension-led funding. Morgan Lloyd is positioned to provide ongoing services and support to the rapidly expanding self-administered pension market. Recent innovations from Clifton include the creation of the Alternative Business Funding (ABF) collaboration and site (www.alternativebusinessfunding.co.uk) which unites the country's top funding providers.Morgan Lloyd sought and obtained HMRC approved Trustee status and following the changes in pension legislation in April 2006, assumed the role of Scheme Administrator to Member Directed Pension Schemes. Morgan Lloyd is a registered member of AMPS (Association of Member Directed Pension Schemes).