InvestAcc Pension Administration

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New advisers

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

We have a team of Business Development Managers supporting advisers across the UK. Please initially contact Darryl Rayson, Sales Technical Support on 01228 538 988 ( or Dan Gardner, Director, on 01228 538 988 (

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).