Hargreaves Lansdown (HL) platform
Business Profile
Core Value Proposition
Hargreaves Lansdown provides an award-winning investment and active saving service that helps customers manage ISAs, pensions, investments and savings.
Target Customer
UK individual investors and savers looking for integrated access to ISAs, pensions, investments and savings; employers/HR teams seeking workplace pension solutions through HL Workplace.
Key Differentiator
Largest direct SIPP provider in the UK with an award-winning platform, serving about 1.9 million clients with over £155bn of savings and investments.
Implementation Timeline
Not specified in the provided content.
Pain Points
- 1Navigating and coordinating multiple savings/investment accounts across ISAs, pensions and other products.
- 2Maximizing tax efficiency and government bonuses (e.g., Lifetime ISA) within a single provider.
- 3Finding a trusted, comprehensive platform that offers research, tools and support for investing and saving.
Key Features
- 1Wide range of accounts: Stocks and Shares ISA, Cash ISA, Lifetime ISA, Junior ISA, SIPP (Self-Invested Personal Pension).
- 2Ready-Made Investments and HL Building Blocks for easy portfolio construction and diversification.
- 3Active Savings: multi-bank savings rates in one place.
- 4Investment research, market reports, and access to in-house expertise; mobile app for on-the-go management.
- 5Pension options and transfers: Pension drawdown, Annuities, Transfer a pension, and retirement planning tools.
Target Customer Industries
Decision Makers
- 1Financial Adviser
Client Results
- 1Tax-efficient saving and investing through ISAs and pensions with potential tax-free growth.
- 2Access to government bonuses (e.g., Lifetime ISA 25% government bonus).
- 3Large-scale platform with broad product access and trusted by a large client base (1.9 million clients; £155bn in assets).
Competitive Advantages
- 1Largest direct SIPP provider in the UK.
- 2Award-winning service with 200+ awards, including Best Investment App and Best for Customer Service (2024).
- 3Integrated platform offering investments, savings, and pensions in one place.
- 4In-house research team providing market updates and analysis.
- 5Historical trust and scale: 1.9 million clients and over £155bn of assets.
Key Benefits
Additional Product Information
Product Description
An investment and active saving service offering ISAs, pensions, investments and savings products, including Ready-Made Investments, SIPP, and Active Savings, for individuals and workplaces in the UK.
Target Market
UK individual investors and savers; employers seeking workplace pension solutions.
Unique Value Proposition
Largest UK direct SIPP provider with an award-winning, integrated platform that combines a wide range of savings and investment options for individuals and workplaces.
Technical Requirements
Not specified in the provided content.
Pricing Model
Not explicitly detailed; mentions offers such as new client incentives (e.g., £150 voucher) and general guidance on tax allowances; no explicit pricing listed.
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