We are based in Carlisle, in the North of England, and operate throughout the UK. Our company is in private and employee ownership; we have grown organically at a rate that allows us to maintain a high quality and personal service. Most of our customers come to us via a financial adviser. You can find information about financial advisers using a service like www.unbiased.co.uk Note that we do not provide financial advice.
Many SIPP customers regularly use our SIPP Online service to see the value of their SIPPs and the latest bank transactions. We are currently migrating a large number of accounts from Newcastle Building Society to Metro Bank plc which makes Read more
October 19, 2018
We are pleased to advise that we have started the process of migrating accounts from Newcastle Building Society to Metro Bank plc (Metro). Customers will receive a letter from use once their Newcastle balance has been transferred and credited to Read more
October 1, 2018
We are delighted that AKG Financial Analytics Limited published a financial strength report on 21 September 2018, recognising the growth in our business and confirming our B- financial strength rating. A copy of the report is available from us, please Read more
September 25, 2018The Minerva SIPP can invest in a wider range of assets including Commercial Property and Land, on an individual or group basis. Any combination of permitted investments may be made within a Minerva SIPP including deposit accounts, DFM, open market Platform/Wrap accounts, Stockbroker accounts and Trustee Investment Plans, all held together within the same SIPP.
SIPP Lite is a lower cost option, for those that do not require multiple investment accounts, or access to Commercial Property and Land at outset. SIPP Lite members are restricted to a maximum of one investment account, to run alongside the default SIPP bank account. This investment account could be another bank account or ONE of the following: Stockbroker account, DFM, open market Platform/Wrap account or a Trustee Investment Plan. For individuals that require additional investments at a later date, including Commercial Property and Land, they can upgrade their SIPP Lite plan to a Minerva SIPP.
A Small Self-Administered Scheme (SSAS) is a type of UK Registered Pension Scheme. Each SSAS is governed by its own Trust Deed and Rules and is a separate legal entity to the Sponsoring Employer. The Sponsoring Employer establishes the SSAS and invites members to join. Any individual employed by the Sponsoring Employer (or a participating employer) may join the Scheme and all members are appointed as Trustees alongside the Professional Trustee. SSAS trustees have a very wide range of investment options, including the ability to make secured loans to the Sponsoring Employer of up to 50% of the net asset value of the scheme, subject to certain conditions.
01228 538 988
07557 996 765
Email Carl
01228 538 988
Email Chelsea
01228 538 988
Email Diane
01228 538 988
Email Ewa
01228 538 988
Email Greg
01228 538 988
Email Hellena
01228 538 988
Email Jane
01228 538 988
Email Jim
01228 538 988
Email Laura
01228 538 988
Email Sue
We have been operating in these markets for over 20 years. The SSAS business was formed in 1997, and in 2003 we launched our flagship product, the Minerva SIPP. The range is completed by SIPP Lite, which has been available since July 2012.
Read More
