Heritage Pensions is an independently-owned pension company, specialising in the administration of self-invested personal pensions (SIPP) and small self-administered pension schemes (SSAS).
Take control of your pension and tailor it to your needs
You are unique so your pension should be unique too. Our aim is to provide you with the optimum pension wrapper to suit your needs and be the perfect fit for your lifestyle, today and in the future.
We provide you with the flexibility and power to control your pension, making it easy for you to manage your pension funds. You have freedom to invest in an extensive range of investments and make changes should your circumstances alter or you wish to diversify to adapt to changing markets. And we ensure that your pension meets all the legal requirements so you don’t have to worry.
Simple and straightforward with no hidden costs
Our fee structure is simple and transparent so you know exactly what you will be charged. We don’t take commissions from product providers and we don’t withhold bank interest. We only charge you fees for the work we do for you.
Make your pension work for you
Your pension is part of your wealth, along with the other assets that you’ve accumulated throughout your life such as the property you live in. With proper management and advice you can pass on your entire wealth tax efficiently to the people and causes you care about.
We always put our clients first
Our mission is to provide you with service that exceeds your expectations. Our success is dependent upon the service we provide to you.
- We deliver cost-effective and efficient professional administration by combining high levels of technical knowledge with a flexible, personal and friendly service.
- Our independence allows you to have freedom, flexibility and control to choose how your pension funds are invested without bias.
- Each of our clients is treated fairly and as an individual by every member of our team.