InvestAcc Pension Administration

Log In to Online Services | Sign Up to our Newsletter

Literature and Forms

General

Minerva SIPP schedule of fees

Details of the fees applying to the Minerva SIPP. We reserve the right to review these fees from time to time.

Minerva SIPP schedule of fees (3 mb)

Monthly service report

Service standards

Our current service standards for our SIPP products.

Service standards (320 kb)

Minerva SIPP wise choice

Details of the Minerva SIPP and why it may be a wise choice.

Minerva SIPP wise choice (2 mb)

Key features

This is an important document that provides the key features of the Minerva SIPP.

Key features (2 mb)

Terms and conditions

Terms and conditions document for the Minerva SIPP.

Terms and conditions (194 kb)

Brochure – self invested pensions from InvestAcc

A brief guide to who we are and what we do

Brochure – self invested pensions from InvestAcc (2 mb)

Tax relief calendar 2020/21

Details of when tax relief should be received, for personal contributions to your SIPP.

Tax relief calendar 2020/21 (681 kb)

SIPP Lite v Minerva SIPP (comparison for adviser use only)

This document is for financial adviser use only - it should not be distributed to or relied upon by private individuals.

SIPP Lite v Minerva SIPP (comparison for adviser use only) (296 kb)

Our privacy policy

Application Forms

New SIPP application pack – for customers with a financial adviser

This document can be used to set up a new Minerva SIPP, it is in a new condensed format which includes the Supplemental Deed and forms for up to 3 transfers in.

New SIPP application pack – for customers with a financial adviser (2 mb)

Transfer in

To transfer additional pension plans into a Minerva SIPP. Note that certain transfers cannot be done without advice from a suitably authorised financial adviser. Some pension schemes may also require their own discharge forms to be completed.

Transfer in (2 mb)

Online Application – Adviser User Guide

A User Guide for our new online SIPP application facility. Note that this guide is for financial advisers (customers are not able to apply using this option).

Online Application – Adviser User Guide (136 kb)

SIPP application pack – for customers without a financial adviser

This is a special version of our application pack, for Minerva SIPP and SIPP Lite customers who do not have a financial adviser. This form should not be used in any other circumstances.

SIPP application pack – for customers without a financial adviser (2 mb)

Property Purchase

Property and land questionnaire – for new purchases

Property and land questionnaire – for in-specie transfers between pension schemes

Property pre-purchase procedure

SIPP guide to development works

We may allow your SIPP to develop commercial property and land, read this guide to find out more.

SIPP guide to development works (2 mb)

Guide to panel solicitors

Read about our solicitors panel, including details of specially negotiated terms for standard transaction types.

Guide to panel solicitors (1 mb)

Guide to SIPP property purchase

Guide to SIPP Property Purchase. It is a practical guide to the process and costs involved in acquiring property via a SIPP pension scheme.

Guide to SIPP property purchase (3 mb)

Guide to SIPP in-specie property transfers

A useful guide to transfers of commercial property and land into your SIPP, from another pension scheme.

Guide to SIPP in-specie property transfers (3 mb)

Investments

Permitted investments

This document outlines the Permitted Investments for our SIPP plans. Note that we reserve the right to review or alter the information in this document, without notice.

Permitted investments (3 mb)

Metro Bank plc interest rates

Details of the interest rates applicable to deposits with Metro Bank plc from 12th May 2020. Note that rates are variable.

Metro Bank plc interest rates (3 mb)

Benefits

Benefit request (flexible options)

for all flexible payment requests from member plans (not for use with beneficiary plans).

Benefit request (flexible options) (448 kb)

Benefit request (for beneficiary plans only)

this form should be used for benefit requests for SIPP BENEFICIARY PLANS only.

Benefit request (for beneficiary plans only) (2 mb)

Benefit request (annuity purchase)

Miscellaneous Forms

Nomination of beneficiaries

To alter an existing nomination, or where none has previously been made.

Nomination of beneficiaries (1 mb)

Adviser agreement

for appointing or changing a financial adviser. This form also incorporates an agreement to pay your adviser fees, where applicable.

Adviser agreement (2 mb)

Verification of identity

For adviser use, where ID has not already been verified

Verification of identity (149 kb)

Transfer out request

To transfer your pension to another registered pension scheme

Transfer out request (2 mb)

Supplementary contributions

To make additional contributions to existing SIPP plans.

Supplementary contributions (2 mb)

Guide to SIPP death benefits

Information about SIPP death benefits.

Guide to SIPP death benefits (2 mb)

SIPP beneficiary application pack (not to be used for any other purposes)

This form should only be used to establish new BENEFICIARY plans. It cannot be used in any other circumstances.

SIPP beneficiary application pack (not to be used for any other purposes) (2 mb)

General

SIPP Lite schedule of fees

Details of the fees applying to SIPP Lite. We reserve the right to review these fees from time to time.

SIPP Lite schedule of fees (3 mb)

Monthly service report

Service standards

Key features

Key features of the SIPP Lite plan.

Key features (2 mb)

Terms and conditions

Terms and conditions for the full Minerva SIPP scheme, which incorporates SIPP Lite

Terms and conditions (194 kb)

Brochure – self invested pensions from InvestAcc

A brief guide to who we are and what we do

Brochure – self invested pensions from InvestAcc (2 mb)

Tax relief calendar 2020/21

Details of when tax relief should be received, for personal contributions to your SIPP.

Tax relief calendar 2020/21 (681 kb)

SIPP Lite v Minerva SIPP (comparison for adviser use only)

This document is for financial adviser use only - it should not be distributed to or relied upon by private individuals.

SIPP Lite v Minerva SIPP (comparison for adviser use only) (296 kb)

Our privacy policy

Application Forms

New SIPP application pack – for customers with a financial adviser

This document can be used to set up a new SIPP Lite, it is in a new condensed format which includes the Supplemental Deed and forms for up to 3 transfers in.

New SIPP application pack – for customers with a financial adviser (2 mb)

Transfer in

To transfer additional pension plans into a SIPP Lite. Note that certain transfers cannot be done without advice from a suitably authorised financial adviser. Some pension schemes may also require their own discharge forms to be completed.

Transfer in (2 mb)

Online Application – Adviser User Guide

A User Guide for our new online SIPP application facility. Note that this guide is for financial advisers (customers are not able to apply using this option).

Online Application – Adviser User Guide (136 kb)

SIPP application pack – for customers without a financial adviser

This is a special version of our application pack, for Minerva SIPP and SIPP Lite customers who do not have a financial adviser. This form should not be used in any other circumstances.

SIPP application pack – for customers without a financial adviser (2 mb)

Investments

Permitted investments

note that the SIPP Lite has additional investment restrictions – see Key Features

Permitted investments (3 mb)

Metro Bank plc interest rates

Details of the interest rates applicable to deposits with Metro Bank plc from 12th May 2020. Note that rates are variable.

Metro Bank plc interest rates (3 mb)

Benefits

Benefit request (flexible options)

for all flexible payment requests from member plans (not for use with beneficiary plans).

Benefit request (flexible options) (448 kb)

Benefit request (for beneficiary plans only)

this form should be used for benefit requests for SIPP BENEFICIARY PLANS only.

Benefit request (for beneficiary plans only) (2 mb)

Benefit request (annuity purchase)

Miscellaneous

Nomination of beneficiaries

to alter an existing nomination, or where none has previously been made

Nomination of beneficiaries (1 mb)

Adviser agreement

for appointing or changing a Financial Adviser. This form also incorporates an agreement to pay your adviser fees, where applicable.

Adviser agreement (2 mb)

Verification of identity

for adviser use, where ID has not already been verified

Verification of identity (149 kb)

Transfer out request

to transfer your pension to another registered pension scheme

Transfer out request (2 mb)

Supplementary contributions

for additional contributions to existing plans

Supplementary contributions (2 mb)

Guide to SIPP death benefits

Information about SIPP death benefits.

Guide to SIPP death benefits (2 mb)

SIPP beneficiary application pack (not to be used for any other purposes)

This form should only be used to establish new BENEFICIARY plans. It cannot be used in any other circumstances.

SIPP beneficiary application pack (not to be used for any other purposes) (403 kb)

General

SSAS services and fees

A guide to our SSAS services and fees. We reserve the right to review our fees and services at any time.

SSAS services and fees (2 mb)

SSAS key features

The key features of our SSAS product.

SSAS key features (2 mb)

Brochure – self invested pensions from InvestAcc

A brief guide to who we are and what we do

Brochure – self invested pensions from InvestAcc (2 mb)

Guide to SSAS

An introduction to SSAS from InvestAcc.

Guide to SSAS (4 mb)

SSAS terms & conditions

Terms & conditions relating to our SSAS.

SSAS terms & conditions (203 kb)

SSAS service standards

Our current service standards for SSAS arrangements.

SSAS service standards (146 kb)

Monthly service report

Details of our service standard acheivements over the last 12 months.

Monthly service report (414 kb)

SSAS takeover checklist

A useful guide to the documents we need and the process for SSAS takeovers.

SSAS takeover checklist (81 kb)

Our privacy policy

Details of our privacy policy.

Our privacy policy (64 kb)

Application Forms (new schemes and takeovers)

SSAS new scheme establishment application

Please complete this form to start the process of establishing a new SSAS.

SSAS new scheme establishment application (2 mb)

SSAS takeover application

Please complete this form if you wish to move an existing SSAS to InvestAcc.

SSAS takeover application (2 mb)

Loans

SSAS loan application

The loan application also includes a guide to our rules for loanbacks.

SSAS loan application (2 mb)

Property

SSAS property & land questionnaire (for new purchases)

Please complete one of these for each property you wish your SSAS to purchase.

SSAS property & land questionnaire (for new purchases) (334 kb)

SSAS property & land questionnaire (in-specie transfers from other registered pension schemes)

Please complete one of these forms for each property you wish to transfer from other registered pension schemes, on an in-specie basis.

SSAS property & land questionnaire (in-specie transfers from other registered pension schemes) (336 kb)

SSAS property & land questionnaire (for scheme takeovers)

One of these forms shoudl be completed for each property held in an existing SSAS which you wish to move the InvestAcc, as part of a scheme takeover.

SSAS property & land questionnaire (for scheme takeovers) (287 kb)

SSAS guide to development works

A guide to our requirements when developing commercial property and land.

SSAS guide to development works (2 mb)

Guide to panel solicitors

Read about our solicitors panel, including details of specially negotiated terms for standard transaction types.

Guide to panel solicitors (1 mb)

Guide to SSAS property purchase

A practical guide to SSAS property purchase.

Guide to SSAS property purchase (3 mb)

Investments

Benefits

SSAS benefit payment request form (flexible options)

The be completed for all flexible payment requests

SSAS benefit payment request form (flexible options) (377 kb)

SSAS benefit payment request form (annuity purchase)

Miscellaneous

SSAS transfer in request

To transfer in benefits from other registered pension schemes. Note that you may also need to obtain discharge forms from the transferring pension scheme.

SSAS transfer in request (145 kb)

SSAS transfer out request

To be completed when a member or beneficiaries wishes to transfer their benefits to another registered pension scheme.

SSAS transfer out request (199 kb)

Nomination of beneficiaries

To provide an indication as to nominated beneficiaries.

Nomination of beneficiaries (1 mb)

SSAS new member application

This form should be completed when adding a new member trustee to an existing SSAS

SSAS new member application (190 kb)

Guide to SSAS death benefits

Information about SSAS death benefits.

Guide to SSAS death benefits (2 mb)

Standing order mandate