We are a multi-award winning provider of self invested pensions (SIPP and SSAS), based in Carlisle with customers throughout the UK. 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 their 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.
HMRC has confirmed that customers who have been issued with a Transitional Tax-Free Amount Certificate (TTFAC) have up to 90 days in which to send a copy to all other pension schemes* of which they are a member (or before, Read more
December 23, 2024
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. A copy of the full report is available from us, Read more
November 27, 2024
We will remain open over the festive period but there will be a change to our usual office hours: Date Opening Hours Tuesday 24th December 9:00 am to 1:00 pm Wednesday 25th December closed Thursday 26th December closed Friday 27th Read more
November 26, 2024The 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.
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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.
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