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.

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, 08:30 to 5:00 Monday to Friday, or send an email to one of our dedicated teams at any time:

SIPP Admin Team – 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 – This team deals with financial transactions and payments of fees.

Property Team – This team is in two parts – the “Acquisitions and Sales Team” handle transactions including the purchase and sale of commercial property and land, as well as in-specie transfers/contributions of property and reallocations between members funds (for both SIPP and SSAS). The “Post Acquisitions Team” deal with properties that are owned by our SIPP schemes, and ensure that properties are insured, leases are in place and rental income is received.

SSAS Team – 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.