InvestAcc Pension Administration

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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 (181 kb)

Monthly Service Report

Service Standards

Our current Service Standards for our SIPP products.

Service Standards (210 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 (226 kb)

Terms and Conditions

Terms and Conditions document for the Minerva SIPP.

Terms and Conditions (235 kb)

Brochure – Self Invested Pensions from InvestAcc

A brief guide to who we are and what we do

Brochure – Self Invested Pensions from InvestAcc (477 kb)

Our Privacy Policy

Application Forms

New SIPP application pack

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 (490 kb)

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 (252 kb)

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)

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 (166 kb)

Guide to Panel Solicitors

Read about our Solicitors Panel, including details of specially negotiated terms for standard transaction types.

Guide to Panel Solicitors (272 kb)

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)

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 (165 kb)

Metro Bank plc Interest Rates

Details of the interest rates applicable to deposits with Metro Bank plc. Note that rates are variable.

Metro Bank plc Interest Rates (161 kb)

Newcastle Building Society Interest Rates

Details of the interest rates applicable to deposits with Newcastle Building Society. Note that rates are variable.

Newcastle Building Society Interest Rates (905 kb)

Benefits

Benefit Request (Flexible Options)

for all flexible payment requests

Benefit Request (Flexible Options) (360 kb)

Benefit Request (Annuity Purchase)

Miscellaneous Forms

Nomination of Beneficiaries

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

Nomination of Beneficiaries (184 kb)

Adviser Agreement

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

Adviser Agreement (202 kb)

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 (200 kb)

Supplementary Contributions

To make additional contributions to existing SIPP plans.

Supplementary Contributions (300 kb)

Guide to SIPP Death Benefits

Information about SIPP death benefits.

Guide to SIPP Death Benefits (164 kb)

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 (190 kb)

Monthly Service Report

Service Standards

Key Features

Terms and Conditions

For the full Minerva SIPP scheme, which incorporates SIPP Lite

Terms and Conditions (235 kb)

Brochure – Self Invested Pensions from InvestAcc

A brief guide to who we are and what we do

Brochure – Self Invested Pensions from InvestAcc (477 kb)

Our Privacy Policy

Application Forms

New SIPP application pack

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 (490 kb)

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 (252 kb)

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)

Investments

Permitted Investments

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

Permitted Investments (165 kb)

Metro Bank plc Interest Rates

Details of the interest rates applicable to deposits with Metro Bank plc. Note that rates are variable.

Metro Bank plc Interest Rates (161 kb)

Newcastle Building Society Interest Rates

Details of the interest rates applicable to deposits with Newcastle Building Society. Note that rates are variable.

Newcastle Building Society Interest Rates (905 kb)

Benefits

Benefit Request (Flexible Options)

for all flexible payment requests

Benefit Request (Flexible Options) (360 kb)

Benefit Request (Annuity Purchase)

Miscellaneous

Nomination of Beneficiaries

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

Nomination of Beneficiaries (184 kb)

Adviser Agreement

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

Adviser Agreement (202 kb)

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 (200 kb)

Supplementary Contributions

for additional contributions to existing plans

Supplementary Contributions (300 kb)

Guide to SIPP Death Benefits

Information about SIPP death benefits.

Guide to SIPP Death Benefits (164 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 (184 kb)

SSAS Key Features

Brochure – Self Invested Pensions from InvestAcc

A brief guide to who we are and what we do

Brochure – Self Invested Pensions from InvestAcc (477 kb)

Guide to SSAS

An introduction to SSAS from InvestAcc.

Guide to SSAS (2 mb)

Our Privacy Policy

Application Forms (new schemes and takeovers)

SSAS New Scheme Establishment Application

SSAS Takeover Application

Loans

SSAS Loan Application

Property

SSAS Property Questionnaire (for new purchases)

SSAS Property Questionnaire (in-specie transfers from other registered pension schemes)

SSAS Property Questionnaire (for scheme takeovers)

SSAS Guide to Development Works

Guide to Panel Solicitors

Read about our Solicitors Panel, including details of specially negotiated terms for standard transaction types.

Guide to Panel Solicitors (272 kb)

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)

SSAS Benefit Payment request form (Annuity Purchase)

Miscellaneous

SSAS Transfer In request

SSAS Transfer Out Request

Nomination of Beneficiaries

SSAS New Member application

to add 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 (192 kb)

Standing Order Mandate