Client feedback

“We have recently transferred to Morhart from our previous professional trustee partner. Operating a SSAS is a very personal thing, and we need to know the people that are helping us understand our business and our scheme. Morhart are able to provide that personal tailored support.  The transfer to them from our previous trustees has been a complex process but the team at Morhart have been very professional, diligent and extremely patient.  We are now able to manage our fund once again with a minimum of interference, but with professional help and guidance”.  J Bilson, September 2023

"Our scheme is relatively small, with only 3 members and I felt Morhart’s fees were more reasonable. I also felt that I wanted to deal with a smaller ‘team’. who would keep this in mind and hopefully over time they will pre-empt our needs and act in our best interests. I was assured that the transfer would be relatively pain free and that they would do all the ‘chasing’. which I think at one point was quite significant. I was not disappointed, the transfer went relatively smoothly as I was able to scan documents and return them via email, and I had the time to do this. Any emails were replied to promptly and queries explained clearly. Going forward, despite never having met face to face, I feel as if I know the team at Morhart and am confident that they will act in my/our best interests." Anonymous, July 2023

“The team at Morhart have been fantastic. They have been pro-active through the process of establishing our SSAS and purchasing of property to go in it. I would highly recommend them." S. Perks, June 2023

"I have never been impressed by the service I received from my previous SSAS provider, they were slow, expensive and difficult to communicate with. On top of this I needed to arrange a complicated, time sensitive property transaction within my SSAS so my financial adviser suggested transferring the administration to Morhart.

Instead of putting up barriers they have worked with me and my financial adviser to get the transaction over the line. They have been very professional, quick, cost effective and are always willing to pick up the phone and go through anything complicated.

I am very pleased that I made the change and transferred my SSAS to Morhart." T. Carefoot, January 2023

"I have found the team at Morhart to be thoroughly professional and the speed, quality and thoughtfulness of their work sets them apart from all other SSAS providers that I have used.” A. M Hurst, January 2023

"My SSAS has been looked after by various companies in the past however none of them have compared to the service I have received from Morhart. Following various changes in the SSAS investments, Morhart have helped reconcile everything since the SSAS started and have put my family and I at ease in terms of what has happened in the past and the future administration.

They are personal, quick at responding to queries and are happy to meet up to discuss the SSAS so we can make plans going forward.

My family and I are delighted to have found Morhart and we only wish that we’d found them sooner. I look forward to working with them in the future." D. Parkin, November 2022

“If you are looking for a SSAS administrator, I would highly recommend Morhart Pension Services. They are not just a SSAS administrator, they are a TEAM! They offer exceptional service, get to know you and their reaction and response times are second to none. I look forward to dealing with the team for many years to come.” Mr & Mrs Kelly, September 2022

"I wanted to change my pension management company because my old one was large, impersonal, inefficient and unpredictably expensive. I was attracted to Morhart because of their sensible, flat-rate fee system but I quickly discovered their other virtues. They are small, quick on their feet, and with the personal touch. They managed the pension transfer process deftly, and they are proving patient and helpful explaining a complex field to a client who knows much less about pension finance than they do.  I have enjoyed getting to know them and look forward to working with them on my company’s pension affairs well into the future." D. Edgar, July 2022

"I have been a member of a SSAS, set up for the Dick Lovett Group, for over 35 years. Not only has the SSAS been an excellent pension scheme to build up a retirement fund, but it has also been a valuable business tool that has been used to help build the group over the years.

The administration of the SSAS has been dealt with by a small loyal team who I trust and I have recently transferred my SSAS to Morhart to maintain that continuity. The transfer process was straightforward and I know my SSAS is in good hands.

I am more than happy with the service that Morhart provide. Requests are processed quickly and with a minimum of fuss. I would happily recommend them." - P. Lovett, May 2022

"Since transferring the administration of my SSAS to Morhart, the service I have received has been first class. The process of transferring my SSAS was efficient and speedy. They understand my requirements and it’s refreshing to have a friendly team at the end of the phone, providing a truly personal service. I happily recommend them." - G. V. McNabb, April 2022

"Very knowledgeable and friendly service." - J. Hawkings, March 2022

"After a number of years with my previous administrator, I made the decision to transfer my SSAS to Morhart. The process from the initial conversation with Andy through to take-over has been quick and efficient. Andy also helped me with my age 75 test which was quite complicated given my pension assets. The team know their stuff and were on hand throughout the process to ensure things went smoothly. I would not hesitate to recommend them." - A. P. Fletcher, March 2022

"Having had so many changes of personnel at my previous SSAS provider, who were dealing with my company property SSAS, together with poor service levels and a lack of understanding of my requirements, I decided to look for a more personal but, truly professional provider who could offer a higher level of service, together with the efficiency that is needed when purchasing commercial property in a competitive market.

I have found in moving to Morhart, efficiency and personal support that I could only have dreamt of, with answers to queries and advice as to HMRC rules, sent by return, usually within 24 hours.

Yes, moving comes with a myriad of legal requirements but, it has been worth every penny to get this level of service and understanding. It is refreshing to find that there are businesses out there of this calibre." - P. Warren, February 2022

We will support you by administering your SSAS pension efficiently and with care. Here's how:

Knowledge and expertise
With extensive experience in all aspects of pensions administration, our team have the know-how and understanding to help you make the most of your pension scheme.

Service standards
Because we know how important your pension provision is to you, your family and your business. Our commitment to you is set out in our Service Level Agreement.

Clear and cost effective fixed fee structure
Keeping it simple. Our fees are set out in our Fee Schedule.

Flexibility
We are here to make sure your SSAS works for you, from saving and investing to drawing your pension in retirement.

Technology
We have built our own SSAS administration software enabling us to operate as efficiently as possible so we can give you and your pension scheme our full attention. Our software also provides you full transparency of your pension scheme with secure online access when you need it.

To learn more about what we do please contact us.