InvestAcc Pension Administration

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End of Tax Year Deadline – 5th April 2019

We will be accepting new SIPP applications and contributions up until 5 pm on Friday 5th April 2019.

Note a change in procedures compared to previous years; as our SIPPs now have individual bank accounts contributions must be paid directly to the correct individual account and include the SIPP number as the reference. If you are unsure as to the correct Bank account details to use, please phone us on 01228 538 988 and ask for the SIPP Accounts Team.

For existing SIPP members we will need a new signed ‘Supplementary Contribution Application’ to accompany the contribution, this can be downloaded from our website and should be sent by email to: sippaccounts@investacc.co.uk (or by post or fax to 01228 535 988).

For new schemes we will need a fully completed new SIPP Application which can be sent to us by email at sippadmin@investacc.co.uk (or by post or fax to 01228 535 988).

 

March 28th, 2019