InvestAcc Pension Administration

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Inside our offices

In-specie contributions

Following increasing industry uncertainty in the treatment of tax relief of in-specie contributions, we have suspended acceptance of such payments until further clarification of HMRC’s position.

June 7th, 2017

Our Offices

We are recruiting!

Due to continued expansion, we have created three new roles in our busy SIPP and SSAS business. Please see our careers page for more details.

May 19th, 2017

HMRC Pension Schemes Newsletter 86

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: In specie contributions to registered pension schemes Registration statistics Relief at source Lump sum death benefits – information requirements Pension flexibility statistics Lifetime allowance Contacting Pension Read more

April 26th, 2017

Money Purchase Annual Allowance reduction applies from today

The Money Purchase Annual Allowance (MPAA) was introduced on 6 April 2015 and applies to those individuals who have accessed pension benefits under the new flexible retirement rules. Usually these will be individuals who have taken any Flexi-Access Drawdown or Read more

April 6th, 2017

End of Tax Year Deadline

We’ll be accepting SIPP applications right up until 5th April for the 2016/17 tax year. Fully completed SIPP applications and payments received by the deadline will be accepted up until 6 pm (at our Carlisle office) or 5 pm (at Read more

March 29th, 2017

HMRC Pension schemes newsletter 85

HMRC have issued the latest in their series of Newsletters aimed at pension scheme professionals, the topics are: Spring Budget 2017 Qualifying recognised overseas pension schemes (QROPS) Pension flexibility – reporting of non-taxable death benefits through Real Time Information (RTI) Read more

March 22nd, 2017

ILP Moneyfacts 2017 voting is now open!

Voting for the 2017 awards has now opened, UK authorised financial advisers are eligible to vote using the link below: Click here to vote now In 2016 we were delighted to make it to the final of the ILP Moneyfacts Read more

March 8th, 2017

Spring Budget 2017

In his first (and last) Spring Budget the Chancellor of the Exchequer, Philip Hammond provided no big surprises in his speech today, with a relatively low-key set of announcements aimed at preparing the UK for an uncertain future outside of the Read more

March 8th, 2017

Reminder – deadline for Individual Protection 14 applications

The deadline for applications for Individual Protection 14 is fast approaching, it is now just over a month away (5th April 2017). By way of background, when the Lifetime Allowance was introduced in April 2006, it was originally £1.5M and Read more

March 6th, 2017

FSCS Deposit Protection Limits are changing

With effect from 30th January 2017, the Financial Services Compensation Scheme (FSCS) protection limits for certain deposits will increase from £75,000 to £85,000. You can read more about the FSCS announcement here: Note that the FSCS covers a wide range Read more

January 19th, 2017

Inside our offices

Vacancy – Property Administrator (Carlisle)

Due to continued growth we have an opportunity for an efficient, well-organised individual with excellent inter-personal skills to join our Property Team. The successful candidate will deal with all aspects of property management such as, but not exclusively, rent reviews, Read more

January 11th, 2017

SIPP Member Survey 2017 – win an iPad

We last conducted a survey of our SIPP members in 2013/14, this allowed us to gain an insight into the way our customers view us and was instrumental in helping us develop our products and services, as well as recognising Read more

January 10th, 2017