InvestAcc Pension Administration

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Literature and Forms

General

Minerva SIPP Schedule of Fees

Details of the fees applying to the Minerva SIPP. We reserve the right to review these fees from time to time.

Minerva SIPP Schedule of Fees (936 kb) Printer Friendly Version (179 kb)

Monthly Service Report

Service Standards

Our current Service Standards for our SIPP products.

Service Standards (210 kb)

Minerva SIPP Wise Choice

Details of the Minerva SIPP and why it may be a Wise Choice.

Minerva SIPP Wise Choice (2 mb)

Key Features

This is an important document that provides the Key Features of the Minerva SIPP.

Key Features (962 kb) Printer Friendly Version (204 kb)

Terms and Conditions

Terms and Conditions document for the Minerva SIPP.

Terms and Conditions (946 kb) Printer Friendly Version (185 kb)

Brochure – Self Invested Pensions from InvestAcc

A brief guide to who we are and what we do

Brochure – Self Invested Pensions from InvestAcc (7 mb)

Application Forms

New SIPP application pack

This document can be used to set up a new Minerva SIPP, it is in a new condensed format which includes the Supplemental Deed and forms for up to 3 transfers in. Note that applications without the fully completed Supplemental Deed will not be accepted.

New SIPP application pack (387 kb)

Transfer In

To transfer existing pension plans into a SIPP, arrange for completion of Section A of this form. Note that certain transfers cannot be done without advice from a suitably authorised financial adviser.

Transfer In (144 kb)

Online Application – Adviser User Guide ** NEW ITEM **

A User Guide for our new online SIPP application facility. Note that this guide is for financial advisers (customers are not able to apply using this option).

Online Application – Adviser User Guide ** NEW ITEM ** (NAN )

Property Purchase

Property and Land Questionnaire – for new purchases and in-specie contributions

Property and Land Questionnaire – for in-specie transfers between pension schemes

Property Pre-Purchase Procedure

Guide to Development Works

We may allow your SIPP to develop Commercial Property and Land, read this guide to find out more.

Guide to Development Works (86 kb)

Guide to Panel Solicitors

Read about our new Solicitors Panel, including details of specially negotiated terms for standard transaction types.

Guide to Panel Solicitors (2 mb)

Guide to SIPP Property Purchase

Guide to SIPP Property Purchase. It is a practical guide to the process and costs involved in acquiring property via a SIPP pension scheme.

Guide to SIPP Property Purchase (3 mb)

Investments

Newcastle Building Society Interest Rates

Details of the interest rates applicable to deposits with Newcastle Building Society. Note that rates are variable.

Newcastle Building Society Interest Rates (899 kb)

Permitted Investments

This document outlines the Permitted Investments for our SIPP plans. Note that we reserve the right to review or alter the information in this document, without notice.

Permitted Investments (76 kb)

Benefits

Benefit Options Request

for all payment requests

Benefit Options Request (379 kb)

Miscellaneous Forms

Nomination of Beneficiaries

To alter an existing nomination, or where none has previously been made.

Nomination of Beneficiaries (199 kb)

Adviser Agreement

for appointing or changing a Financial Adviser. This form also incorporates an agreement to pay your adviser fees, where applicable.

Adviser Agreement (171 kb)

Verification of Identity

For adviser use, where ID has not already been verified

Verification of Identity (101 kb)

Transfer Out

To transfer your pension to another Registered Pension Scheme

Transfer Out (72 kb)

Supplementary Contributions

To make additional contributions to existing SIPP plans.

Supplementary Contributions (219 kb)

Standing Order Mandate

Death Benefit Options

General

SIPP Lite Schedule of Fees

Details of the fees applying to SIPP Lite. We reserve the right to review these fees from time to time.

SIPP Lite Schedule of Fees (717 kb) Printer Friendly Version (188 kb)

Monthly Service Report

Service Standards

Key Features

Terms and Conditions

For the full Minerva SIPP scheme, which incorporates SIPP Lite

Terms and Conditions (946 kb) Printer Friendly Version (185 kb)

Brochure – Self Invested Pensions from InvestAcc

A brief guide to who we are and what we do

Brochure – Self Invested Pensions from InvestAcc (7 mb)

Application Forms

New SIPP application pack

This document can be used to set up a new SIPP Lite, it is in a new condensed format which includes the Supplemental Deed and forms for up to 3 transfers in. Note that applications without the fully completed Supplemental Deed will not be accepted.

New SIPP application pack (387 kb)

Transfer In

for additional transfers in to a SIPP

Transfer In (144 kb)

Online Application – Adviser User Guide ** NEW ITEM **

A User Guide for our new online SIPP application facility. Note that this guide is for financial advisers (customers are not able to apply using this option).

Online Application – Adviser User Guide ** NEW ITEM ** (NAN )

Investments

Permitted Investments

note that the SIPP Lite has additional investment restrictions – see Key Features

Permitted Investments (76 kb)

Newcastle Building Society Interest Rates

Benefits

Benefit Options Request

for all payment requests

Benefit Options Request (379 kb)

Miscellaneous

Nomination of Beneficiaries

to alter an existing nomination, or where none has previously been made

Nomination of Beneficiaries (199 kb)

Adviser Agreement

for appointing or changing a Financial Adviser. This form also incorporates an agreement to pay your adviser fees, where applicable.

Adviser Agreement (171 kb)

Verification of Identity

for adviser use, where ID has not already been verified

Verification of Identity (101 kb)

Transfer Out

to transfer your pension to another Registered Pension Scheme

Transfer Out (72 kb)

Supplementary Contributions

for additional contributions to existing plans

Supplementary Contributions (219 kb)

SIPP Death Benefit Options

Standing Order Mandate

General

SSAS Services and Fees

A guide to our SSAS services and fees. We reserve the right to review our fees and services at any time.

SSAS Services and Fees (195 kb)

SSAS Key Features

Brochure – Self Invested Pensions from InvestAcc

A brief guide to who we are and what we do

Brochure – Self Invested Pensions from InvestAcc (7 mb)

Guide to SSAS

An introduction to SSAS from InvestAcc.

Guide to SSAS (2 mb)

Application Forms (new schemes and takeovers)

SSAS New Scheme Establishment Application

SSAS Takeover Application

Loans

SSAS Loan Application

Property

SSAS Property Questionnaire (for new purchases or in-specie contributions)

SSAS Property Questionnaire (in-specie transfers from other registered pension schemes)

SSAS Property Questionnaire (for scheme takeovers)

SSAS Guide to Development Works

Guide to Panel Solicitors

Read about our new Solicitors Panel, including details of specially negotiated terms for standard transaction types.

Guide to Panel Solicitors (2 mb)

Investments

Unquoted Shares Flowchart

Unquoted Shares Application

Miscellaneous

SSAS Transfer In form

SSAS Transfer Out form

SSAS Benefit Payment request form

Nomination of Beneficiaries

SSAS New Member application

to add a new member trustee to an existing SSAS

SSAS New Member application (175 kb)

SSAS Death Benefit Options

Standing Order Mandate