InvestAcc Pension Administration

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Adviser Zone

Welcome to our dedicated area for UK based financial advisers.

New advisers – dealing with us for the first time

If you are a financial adviser interested in our products and services then please contact us for a friendly chat.

We have field based Business Development Managers and office based Sales and Technical Support. Please initially contact Dan Gardner, Sales Technical Support, on 01228 538 988 or dan.gardner@investacc.co.uk

We are happy to answer any questions you may have to support your due diligence process, and we can discuss potential enquiries at an early stage.

In order to accept applications from you, or to recognise your appointment as financial adviser for an existing plan, we need to do some checks to confirm that we are happy to work with you. There is no need to complete an agency application and our Terms of Business do not require a signature: www.investaccpensions.co.uk/termsofbusiness

We welcome enquiries from UK based financial advisers, authorised by the Financial Conduct Authority. To request a copy of our latest Due Diligence document please click here (please quote your name and contact details, including the name and reference number of your FCA regulated firm).

 

To speak to us, phone 01228 538 988 during office hours, 08:30 to 5:00 Monday to Friday, or send an email to one of our dedicated teams at any time:

Sales Technical Supportdan.gardner@investacc.co.uk

Dan assists our Business Development Managers, providing office based support to financial advisers around the UK.

SIPP Admin Team – sippadmin@investacc.co.uk

The SIPP admin team deals with the establishment of new SIPPs, requesting transfers from other providers, issuing plan documentation, ad hoc statements and annual reviews. They also handle the paperwork for investments, and requests for benefit payments.

SIPP Accounts Team – sippaccounts@investacc.co.uk

This team deals with financial transactions and payments of fees.

Property Team – property@investacc.co.uk

This team is in two parts – the “Acquisitions and Sales Team” handle transactions including the purchase and sale of commercial property and land, as well as in-specie transfers/contributions of property and reallocations between members funds (for both SIPP and SSAS). The “Post Acquisitions Team” deal with properties that are owned by our SIPP schemes, and ensure that properties are insured, leases are in place and rental income is received.

SSAS Team – ssas@investacc.co.uk

The SSAS team handles the establishment and day to day administration of our book of SSAS schemes. This includes work involved in taking over the trusteeship and administration of SSAS arrangements with other providers. They also deal with investments, and requests for benefit payments.