Heritage Pensions and its associated companies administer pensions for approximately 10,000 clients with asset values in excess of £1billion.
We always put our clients first
Our mission is to provide our clients with service that exceeds their expectations. We have a clear focus on the delivery of a personalised and expert administration service to the highest standard.We employ first-rate processes and procedures consistent with regulatory and industry best practice. Each of our clients is treated fairly and as an individual by every member of our team.This ensures we support our clients to invest and manage their pension funds in a cost-effective and tax-efficient way.
Who we are
Heritage Pensions was incorporated on 2 October 2007. On 21 January 2008 we were granted permissions for the establishment, operating and winding up of personal pension schemes by the FSA, now the FCA.We are independently-owned and fully committed to remaining this way. Without ties to a fund manager or insurance company our clients have freedom to choose how their pension funds are invested without bias.We don’t have other business ventures to distract from administering pensions. No advice arm, no investment arm and no platform ensures there is no dilution of our brand with associated services or cross-selling.
Our professionally-qualified pension consultants and administrators have a wealth of industry knowledge and experience in pensions.We are committed to ongoing training to ensure a comprehensive understanding of all aspects of administration, technical knowledge and the latest industry regulations.Our growth has been matched by a track record of profitability. This has allowed us to invest in service, products and technology to ensure we continue to meet our clients' needs.This enable us to react quickly to changes in regulation and makes it easy to do business with us which drives our success.
Heritage are adequately capitalised to meet FCA requirements and deliver protection against operational risk for all our clients. Our professional indemnity insurance is for up to £2million per claim.
Heritage Pensions Limited was incorporated on 2 October 2007 with company registration number 06386995. It is authorised and regulated by the Financial Conduct Authority (FCA) with FCA registration number 475096. VAT Number 926084910.
Heritage Trustees Limited was incorporated on 18 October 2007 with company registration number 06402244. It is a bare trustee company and the corporate trustee for the Heritage SIPP.
Heritage Pensions Limited and Heritage Trustees Limited do not provide financial or investment advice.