InvestAcc Pension Administration

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Existing Customers

If you are an existing SIPP customer, you can log in to our Online Services using the button at the top of this page.

The following information is aimed at existing SIPP and SSAS members, please following the links below depending on the type of scheme you have.

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Existing Customers

If you have any queries about the information on this site, and want to get in touch to ask a question then please contact us. We do not provide financial advice, but if you have a specific question of a technical or practical nature then we will do our best to answer it, without giving advice.

To speak to us, phone 01228 538 988 during office hours, 9 am to 5 pm Monday to Friday, or send an email to one of our dedicated teams at any time:

SIPP Admin Team – sippadmin@investacc.co.uk 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 – sippaccounts@investacc.co.uk This team deals with financial transactions and payments of fees.

Property Team – This team is in two parts – the ‘Acquisitions Team’ (property@investacc.co.uk) handle transactions including the purchase of commercial property and land, as well as in-specie transfers of property and re-allocations between members funds. The ‘Post-Acquisition Team’ (propertyadmin@investacc.co.uk) deal with sales of properties owned by our SIPP schemes, and they also ensure existing properties are insured, leases are in place and rental income is received.

SSAS Team – ssas@investacc.co.uk 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.

 

Product Overview

Minerva SIPP

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

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.

SSAS

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.

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Financial Strength

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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