InvestAcc Pension Administration

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

We have field based Business Development Managers and office based Sales and Technical Support. Please initially contact Dan Gardner, Sales Technical Support, on 01228 538 988 or

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. There is no need to complete an agency application and our Terms of Business do not require a signature:

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).