InvestAcc Pension Administration

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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: https://www.fscs.org.uk/news/2017/january/limit-change-consumer-update/ 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

AKG award InvestAcc a B- rating

InvestAcc is pleased to announce, after a thorough review by AKG Financial Analytics Limited, we have been awarded a B- rating for financial strength. The rating reflects our prudent approach to managing and preserving capital within the business, significantly in excess Read more

November 23rd, 2016

Autumn Statement 2016

In his first Autumn Statement as 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 EU. Whilst Read more

November 23rd, 2016

HMRC Pension Schemes Newsletter 82

HMRC have issued the latest in their series of Newsletters aimed at pension scheme professionals, the topics are: Bridging pensions Registration statistics Sale of lifetime annuities Pension flexibility statistics Relief at source Overseas pension schemes – GOV.UK content Lifetime allowance Read more

November 14th, 2016

HMRC Pension Schemes Newsletter 81

HMRC have issued the latest in their series of Newsletters aimed at pension scheme professionals, the topics are: Tax treatment of serious ill health lump sums Event Report Relief at source annual returns of individual information for 2015 to 2016 Read more

October 7th, 2016

Best SIPP Provider 2016

InvestAcc were delighted to be crowned Best SIPP Provider at the prestigious ILP Moneyfacts Awards 2016, at a ceremony in London last night. Managing Director, Nick Gardner, accepted the trophy from TV host Claudia Winkleman on behalf of the team. Read more

September 23rd, 2016