InvestAcc Pension Administration

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Adviser Zone

Welcome to our dedicated area for UK based financial advisers.

New advisers – dealing with us for the first time

If you are a financial adviser interested in our products and services then please contact us for a friendly chat.

We have Business Development Managers covering the UK. Please view our InvestAcc BDM Team (location map) or contact Darryl Rayson, Sales Technical Support, on 01228 538 988 or darryl.rayson@investacc.co.uk

We are happy to answer any questions you may have to support your due diligence process, and we can discuss potential enquiries at an early stage.

In order to accept applications from you, or to recognise your appointment as financial adviser for an existing plan, we need to do some checks to confirm that we are happy to work with you. Please download our Terms of Business and Adviser Registration form and return it to sales@investacc.co.uk

We welcome enquiries from UK based financial advisers, authorised by the Financial Conduct Authority. To request a copy of our latest Due Diligence document please click here (please quote your name and contact details, including the name and reference number of your FCA regulated firm).

 

To speak to us, phone 01228 538 988 during office hours, 9 am to 5 pm Monday to Thursday (9 am to 4.30 pm on a Friday), or send an email to one of our dedicated teams at any time:

Sales Technical Supportdarryl.rayson@investacc.co.uk Darryl assists our Business Development Managers, providing office based support to financial advisers around the UK.


If you wish to send an email about any aspect of SIPP administration and transactions, please direct your email to the appropriate address:

SIPP New Business Admin – newsipp@investacc.co.uk including illustrations and the establishment of new SIPPs, requesting transfers from other providers, issuing new plan documentation.

Transfers Intransfersin@investacc.co.uk for applications to transfer other pension plans into your SIPP.

Investmentsinvestments@investacc.co.uk for investment transactions under your SIPP (not including commercial property).

Taking Benefitsbenefits@investacc.co.uk if you wish to take benefits from your SIPP

Transfers Outtransfersout@investacc.co.uk if you wish to transfer your plan away from us.

Plan Servicingplanservicing@investacc.co.uk for matters such as valuations of your SIPP, change of address, appointment or change of financial adviser. 

SIPP Admin Team – sippadmin@investacc.co.uk use this for general administration matters, if you are unsure which to use. 

SIPP Accounts Team – sippaccounts@investacc.co.uk this team deals with financial transactions and payments of fees.


The following team deals with most aspects of SSAS administration (other than commercial property):

SSAS Team – ssas@investacc.co.uk The SSAS team handles the establishment and day to day administration of our book of SSAS schemes. This includes work involved in taking over the trusteeship and administration of SSAS arrangements with other providers. They also deal with investments, and requests for benefit payments.


The following teams deal with commercial property and land matters, within both SIPP and SSAS pension schemes:

Property Acquisitions Team – property@investacc.co.uk This team handles the purchase of commercial property and land, as well as in-specie transfers from other registered pension schemes, and reallocation of shares of property between SIPP members.

Property (Post Acquisitions & Sales)propertyadmin@investacc.co.uk  This team deals with properties already owned by our SIPP and SSAS schemes, they ensure that properties are insured, leases are in place and rental income is received. They also deal with sales of properties.