The UK Government has announced stringent measures to help curb the spread of coronavirus (COVID-19) restricting travel, enforcing working from home and support for businesses financially. In response, InvestAcc has asked all colleagues to work from home until further notice and are using the latest technology to connect with one another and importantly to assist our customers and their advisers, ensuring we are open for business as usual.
As our office telephone number will not be in use during this period, please use the following email addresses so that we can respond to your enquiries:
SIPP Admin Team – [email protected] The SIPP admin team deals with the establishment of new SIPPs, requesting transfers from other providers, issuing plan documentation, ad hoc statements and annual reviews. They also handle the paperwork for investments and requests for benefit payments.
SIPP Accounts Team – [email protected] This team deals with all financial transactions including contributions, rental receipts and payment of adviser fees.
Property Acquisitions Team – [email protected] This team handles transactions including the purchase of commercial property and land, as well as in-specie transfers of property and re-allocations between members funds.
Property Post-Acquisition Team – [email protected] This team deals with sales of properties owned by our SIPP and SSAS schemes, they also deal with lease renewals, enquiries and property insurance.
SSAS Team – [email protected] The SSAS team handles the establishment and day to day administration of our book of SSAS schemes. This includes work involved in taking over the trusteeship and administration of SSAS arrangements with other providers. They also deal with investments, and requests for benefit payments.
Business Development – [email protected]. Our Business Development Team assists advisers and potential new customers with enquiries relating to the establishment of new SIPP and SSAS schemes, including details about our company, product range and the types of investments which we allow. Individuals may contact them directly as follows:
| Nigel Bennett | 07557 524 431 | [email protected] |
| Carl Barron | 07557 996 765 | [email protected] |
| Dan Gardner | 01228 538 988 | [email protected] |
Customers who are not already using our online ‘SIPP View’ service should send an email to [email protected] to be provided with login details.
Please continue to visit our website to find out the latest developments.
Stay at home. Protect the NHS. Save lives.
March 26th, 2020
The Minerva SIPP can invest in a wider range of assets including commercial property and land, on an individual or group basis. Any combination of permitted investments may be made within a Minerva SIPP including deposit accounts, DFM, open market platform/wrap accounts, stockbroker accounts and trustee investment plans, all held together within the same SIPP.
SIPP Lite is a lower cost option, for those that do not require multiple investment accounts, or access to commercial property and land at outset. SIPP Lite members are restricted to a maximum of one investment account, to run alongside the default SIPP bank account. This investment account could be another bank account or ONE of the following: stockbroker account, DFM, open market platform/wrap account or a trustee investment plan. For individuals that require additional investments at a later date, including commercial property and land, they can upgrade their SIPP Lite plan to a Minerva SIPP.
A Small Self-Administered Scheme (SSAS) is a type of UK registered pension scheme. Each SSAS is governed by its own trust deed and rules and is a separate legal entity to the sponsoring employer. The sponsoring employer establishes the SSAS and invites members to join. Any individual employed by the sponsoring employer (or a participating employer) may join the scheme and all members are appointed as trustees alongside the professional trustee. SSAS trustees have a very wide range of investment options, including the ability to make secured loans to the sponsoring employer of up to 50% of the net asset value of the scheme, subject to certain conditions.
We have been operating in these markets for over 20 years. The SSAS business was formed in 1997, and in 2003 we launched our flagship product, the Minerva SIPP. The range is completed by SIPP Lite, which has been available since July 2012.
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