HMRC has released its latest newsletter aimed at pension scheme professionals; topics covered are: Relief at source Annual allowance — pensions savings statements for tax year 2020 to 2021 Pension scheme migration You can also find a copy, along with Read more

Money Marketing have announced the finalists for their annual awards, which are being held on 29th September 2021. We are delighted to have made it to the shortlist once again in the category of Best SIPP Provider. You can read Read more

If you or someone you know would be interesting in joining our award winning team, please visit our Careers Page for details of current vacancies at our Carlisle Head Office.

HMRC has released its latest newsletter aimed at pension scheme professionals; topics covered are: Relief at source Managing Pension Schemes service Annual allowance Non-taxable payments following a member’s death and Real Time Information (RTI) reporting Pension flexibility statistics Qualifying Recognised Read more

AKG Financial Analytics Limited has published an updated financial strength report on InvestAcc, recognising the continued growth in our business and our prudent approach, maintaining our B- financial strength rating whilst raising our business performance rating from 4 stars to Read more

HMRC has released its latest newsletter aimed at pension scheme professionals; topics covered are: Extension to some of the temporary changes to pension processes Managing the Pension Schemes service Signing in to online services Self-invested personal pensions (SIPP) and small Read more

Moneyfacts Magazine have announced details of finalists at the Investment, Life & Pensions Moneyfacts Awards 2021. We are delighted to be finalists in the following five categories: Best SIPP Provider Best SSAS Provider Best Income Drawdown Provider Best Pension Service Read more

We are making changes to our Minerva SIPP and SIPP Lite fees and terms and conditions which will apply from 1st July 2021. As a SIPP business, we are subject to increasingly onerous regulations and rising costs, over which we Read more

HMRC has released its latest newsletter aimed at pension scheme professionals; topics covered are: Pension flexibility statistics Registration statistics Relief at source Pension scheme returns Winding up pension schemes Enrolling on the Managing Pension Schemes service Signing in to online Read more

Today marks the first day of the 2021/22 tax year. Rates and allowances have remained the same as in the previous tax year: Lifetime allowance £1,073,100. Standard annual allowance £40,000 (this may be lower due to tapering). Money purchase annual Read more

We are delighted to announce enhancements to our solicitors panel, including the addition of three new firms. Our panel has been established to help customers and their advisers with the process of dealing with commercial property and land transactions. Whilst Read more

HMRC has released its latest newsletter aimed at pension scheme professionals; topics covered are: Spring Budget 2021 Extension to the temporary changes to pension processes as a result of coronavirus Managing Pension Schemes – practitioners Relief at source Increasing the Read more