InvestAcc Pension Administration

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InvestAcc in the news!

InvestAcc have been mentioned in the news: http://www.in-cumbria.com/news/Jobs-boost-for-Cumbria-pensions-firm-d973595f-7142-48d8-a1bb-230f747e7b74-ds

August 9th, 2017

Updates to our Permitted Investments List

We have updated our SIPP Permitted Investments List, the new document is available in the Literature and Forms section. Note that this applies to all new and existing SIPP members, as well as their beneficiaries.

July 20th, 2017

State Pension Age increase

The Secretary of State for Work and Pensions, David Gauke, announced today that the State Pension Age will rise for those born between 6th April 1970 and 5th April 1978. These individuals will have to wait an extra year to Read more

July 19th, 2017

Government confirms Money Purchase Annual Allowance reduction

In his budget speech of 8th March 2017, Chancellor, Phillip Hammond, announced a number of measures, including a reduction in the Money Purchase Annual Allowance (MPAA) from £10,000 to £4,000 (effective 6th April 2017). Due to the timing of the Read more

July 13th, 2017

Financial Adviser Service Awards 2017

Voting is currently underway in the annual Financial Adviser Service Awards; for the last 26 years this important survey has allowed advisers to rate each company they have used in the previous 12 months. If you are an an authorised Read more

July 12th, 2017

HMRC Pension Schemes Newsletter 88

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Contacting Pension Schemes Services Relief at source for Scottish Income Tax Annual return of individual information Pension scheme transfers APSS262 reporting transfers to qualifying recognised overseas Read more

June 30th, 2017

Investment, Life & Pensions Moneyfacts Awards 2017

We are delighted to announce that we are finalists at this year’s Investment, Life & Pensions Moneyfacts Awards in the following categories: Best SIPP Provider Best SSAS Provider Service Beyond the Call of Duty Best Pensions Service The winners will Read more

June 22nd, 2017

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

HMRC Pension Schemes Newsletter 87

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Pension advice allowance Relief at source Scottish rate of Income Tax The pension scheme return and the SA970 tax return for trustees of registered pension schemes Read more

June 1st, 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. http://www.investaccpensions.co.uk/careers/

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