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 (436 kb)

Monthly service report

Service standards

Our normal service standards for our SIPP products. Note that these are indicative and we cannot guarantee we will meet them.

Service standards (395 kb)

Minerva SIPP wise choice

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

Minerva SIPP wise choice (546 kb)

Key features

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

Key features (463 kb)

Terms and conditions

Terms and conditions document for the Minerva SIPP.

Terms and conditions (466 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 2021/22

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

Tax relief calendar 2021/22 (76 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 (758 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 (508 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 (1 mb)

Property Purchase

Property and land questionnaire – for new purchases

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

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 (436 kb)

Guide to panel solicitors

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

Guide to panel solicitors (576 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 (632 kb)

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 (595 kb)

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 (435 kb)

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 (430 kb)

Benefits

Benefit request (flexible options)

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

Benefit request (flexible options) (650 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 (463 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 (452 kb)

Verification of identity

For adviser use, where ID has not already been verified

Verification of identity (434 kb)

Transfer out request

To transfer your pension to another registered pension scheme

Transfer out request (457 kb)

Supplementary contributions

To make additional contributions to existing SIPP plans.

Supplementary contributions (514 kb)

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) (562 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 (425 kb)

Monthly service report

Service standards

Our normal service standards for our SIPP products. Note that these are indicative and we cannot guarantee we will meet them.

Service standards (395 kb)

Key features

Key features of the SIPP Lite plan.

Key features (467 kb)

Terms and conditions

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

Terms and conditions (466 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 2021/22

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

Tax relief calendar 2021/22 (76 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 (758 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 (508 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 (1 mb)

Investments

Permitted investments

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

Permitted investments (435 kb)

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 (430 kb)

Benefits

Benefit request (flexible options)

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

Benefit request (flexible options) (650 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 (463 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 (452 kb)

Verification of identity

for adviser use, where ID has not already been verified

Verification of identity (434 kb)

Transfer out request

to transfer your pension to another registered pension scheme

Transfer out request (457 kb)

Supplementary contributions

for additional contributions to existing plans

Supplementary contributions (514 kb)

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) (562 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 (449 kb)

SSAS key features

The key features of our SSAS product.

SSAS key features (471 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)

Guide to SSAS

An introduction to SSAS from InvestAcc.

Guide to SSAS (552 kb)

SSAS terms & conditions

Terms & conditions relating to our SSAS.

SSAS terms & conditions (466 kb)

SSAS service standards

Our normal service standards for our SSAS arrangements. Note that these are indicative and we cannot guarantee we will meet them.

SSAS service standards (160 kb)

Monthly service report

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

Monthly service report (567 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 (642 kb)

SSAS takeover application

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

SSAS takeover application (682 kb)

Loans

SSAS loan application

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

SSAS loan application (466 kb)

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) (567 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) (570 kb)

SSAS property & land questionnaire (for scheme takeovers)

One of these forms must 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) (535 kb)

SSAS guide to development works

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

SSAS guide to development works (437 kb)

Guide to panel solicitors

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

Guide to panel solicitors (576 kb)

Guide to SSAS in-specie property transfers

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

Guide to SSAS in-specie property transfers (593 kb)

Guide to SSAS property purchase

A practical guide to SSAS property purchase.

Guide to SSAS property purchase (639 kb)

Investments

Benefits

SSAS benefit payment request form (flexible options)

The be completed for all flexible payment requests

SSAS benefit payment request form (flexible options) (1 mb)

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 (479 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 (460 kb)

Nomination of beneficiaries

To provide an indication as to nominated beneficiaries.

Nomination of beneficiaries (463 kb)

SSAS new member application

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

SSAS new member application (450 kb)

Standing order mandate