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Welcome to RL360's

dedicated financial adviser website

For financial advisers only

Not to be distributed to, or relied on by, retail clients

Introducing the RL360 SIPP

We’ve teamed up with a leading pension administration business to create a fully online Self-Invested Personal Pension (SIPP) to be used with our single premium products.

Our SIPP will be managed by Hartley Pensions, experts with a strong track record in this field. It is open to both UK and non-UK residents and will be perfect for those clients who want to carry out a pension transfer or begin funding for their retirement.

Existing pensions can generally be transferred to an RL360 SIPP from HMRC recognised schemes. Transfers are also possible from defined benefit schemes (eg final salary schemes).

Minimum initial contribution is GBP20,000 with RL360’s Oracle product as the underlying investment vehicle, or GBP50,000 for PIMS. If you’re transferring an existing pension to an RL360 SIPP there’s no requirement to make any additional contribution as long as the amount exceeds these minimum levels.

The SIPP can be applied for and managed entirely online, saving you time and money – and particularly crucial in the current COVID19 times.

Taking the next step

To find out more, speak to your RL360 Regional Sales Manager.

Visit the portal here. To access the portal you will need TOB with Hartley Pensions, who will then provide log-in details.

Hartley Business Partner Questionnaire. To complete the form in Docusign click here: Overseas BP Questionnaire

Hartley Introducer Declaration Form. To complete the form in Docusign click here: Overseas Introducer Declaration Form