In recent months, we have seen changes in the way some advisers use SIPPs in the light of Consumer Duty, particularly where this has been part of a wider review of their services. In this article we consider why this Read more

We have made changes to our process for onboarding new adviser firms, which have not previously used our products and services. New firms will need to complete our Financial Adviser Terms of Business and Registration form and send it to Read more

Metro Bank provides designated bank accounts for all Minerva SIPP and SIPP Lite customers and trustee bank accounts for some SSAS customers. From 1st September 2023, the interest rate will increase from 2.35% to 2.50% (Annual Equivalent Rate). Interest is Read more

We offer two SIPP products, to provide for the needs of different customers. Customers can move from one to the other (see notes below) without needing to transfer or sell their investments. The following comparison looks at some of the Read more

SIPP and SSAS customers benefit from our banking arrangements, with competitive interest rates and terms. We are delighted to highlight a new range of Fixed Term Deposits from Metro Bank plc, available to Minerva SIPP and SIPP Lite customers, and Read more

As we move into the second half of the calendar year for 2023, we thought it would be good to look back at some milestones reached over the last 12 months: Flow of new SIPPs (SIPP Lite and Minerva SIPP) Read more

Metro Bank provides designated bank accounts for all Minerva SIPP and SIPP Lite customers and trustee bank accounts for some SSAS customers. From 1st August 2023, the interest rate has increased from 2.00% to 2.35% (Annual Equivalent Rate). Interest is Read more

We are delighted to once again be chosen as finalists for the Money Marketing Awards in the category of Best SIPP Provider. This achievement reflects our aim of providing the very best Self-Invested Personal Pension (SIPP) products and services in Read more

We will soon be launching web based versions of our main forms, and will make an announcement on that when they are available. In the meantime we have taken the opportunity to make some changes to our SIPP application forms Read more

We have recently seen an increase in the number of enquiries about unallocated contributions to SSAS schemes. In this article we look at what they are and some of the issues which may arise. Is there a limit to the Read more

Moneyfacts Magazine have announced details of finalists at the Investment, Life & Pensions Moneyfacts Awards 2023. We are delighted to be finalists once again in the following four categories: – Best SIPP Provider – Best SSAS Provider – Best Pension Read more

A SSAS is designed to operate on a pooled investment basis, with all members appointed as trustees and decisions made with unanimous agreement. There is one common fund, shared by each member of the SSAS. This keeps costs and administration Read more