• Skip to main content
  • Skip to primary sidebar

Our Life Plan

Compare Retirement Savings & Investment Options

Morgan Lloyd SIPP

Based in Bristol, Morgan Lloyd has been providing pension services since 2003, supporting individuals and business owners to achieve their retirement goals. The company is part of the Clifton Asset Management plc group which has achieved the Gold Standard for Investor in Customers.

Topics

  • Qualitas SIPP
  • Directus SIPP
  • Outlook SIPP
  • Other Services
  • Morgan Lloyd Reviews and Ratings

Qualitas SIPP

This full bespoke SIPP offers the widest range of SIPP investments. Each SIPP is set up as an individual trust registered with HMRC. The registration takes approximately 4 weeks and the SIPP can be invested in a diverse range of assets including commercial property, intellectual property assets, unconnected party loans, cash, bonds, funds, listed equities and more.

Directus SIPP

This simple SIPP is a lower cost option, offering a restricted list of investment opportunities. The SIPP is operated on a master trust basis with a single HMRC registration and can be invested in cash deposits, unit trusts, OEICs, investment trusts, managed funds, mutual funds, UK listed stocks and shares and more.

Outlook SIPP

The Outlook SIPP has a restricted investment list but offers greater flexibility than the Directus SIPP. The minimum investment in the Outlook SIPP is £50,000. In addition to all assets available in the Directus SIPP you can also invest in a restricted range of non standard assets such as peer-to-peer lending, loan notes and bonds.

Other Services

As well as SIPPs, Morgan Lloyd also offer SSASs, peer-to-peer lending and various other financial investment opportunities.

Morgan Lloyd Reviews and Ratings

There are currently no online reviews for Morgan Lloyd.

Pros

  • Award-winning: Gold Standard for Investor in Customers
  • A wide range of allowable SSAS and SIPP investment opportunities
  • Several bespoke SIPP products to choose from
  • MyViewpoint app provides a daily reconciled valuation of your SSAS or SIPP
  • A team of highly experienced technical staff and pensions administrators
  • Regulated by the Financial Conduct Authority
  • A company ethos of achieving Total Customer Satisfaction
  • An easy-to-use, clear website

Cons

  • No online reviews or customer feedback
  • A lack of downloadable supporting literature compared to other websites
  • Fairly light product information
  • Four week registration process

Website: Morgan Lloyd

Primary Sidebar

Top 50 SIPP Providers UK Comparison

How Long Does A Mortgage Application Take?

Top 138 ISA Providers Comparison

Top 62 Stocks & Shares ISA Provider Comparison

Top 56 Junior ISA Providers Comparison

  • Life Insurance
  • Equity Release
  • Funeral Plans
  • ISAs
  • Wills
  • Research

Blog · Contact · About Us · Privacy Policy · Terms of Use
Copyright © 2025 OurLifePlan.co.uk
Disclaimer: OurLifePlan.co.uk is a retirement and end of life information website only. We are not an insurer, financial planer, financial advisor, broker and/or other financial institution and as such we are not authorised or regulated by the FCA to offer financial advice. We can't recommend any of the products and/or services featured on the site. We strongly urge you to seek independent professional advice before buying any financial product and/or service. Companies are ranked in no particular order and higher ranking does not imply one company is better than another. We do our best to make it clear when information was published and try to keep it up to date and correct. However, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, prices, products and/or services. You use this website at your own risk and we accept no liability for any loss suffered. We work with FCA authorised and regulated firms who may pay us a commission for referring you to them but this has no impact on our content and helps keep this website free to use and will be fully disclosed. OurLifePlan.co.uk is the trading name of Brilliant British Ltd (Company number 10490224)