Details of the fees applying to the Minerva SIPP. We reserve the right to review these fees from time to time.
Minerva SIPP Schedule of Fees (182 kb)Our current Service Standards for our SIPP products.
Service Standards (210 kb)Details of the Minerva SIPP and why it may be a Wise Choice.
Minerva SIPP Wise Choice (2 mb)This is an important document that provides the Key Features of the Minerva SIPP.
Key Features (201 kb)Terms and Conditions document for the Minerva SIPP.
Terms and Conditions (194 kb)A brief guide to who we are and what we do
Brochure – Self Invested Pensions from InvestAcc (7 mb)To transfer additional pension plans into a Minerva SIPP. Note that certain transfers cannot be done without advice from a suitably authorised financial adviser. Some pension schemes may also require their own discharge forms to be completed.
Transfer In (237 kb)We may allow your SIPP to develop Commercial Property and Land, read this guide to find out more.
SIPP Guide to Development Works (163 kb)Read about our Solicitors Panel, including details of specially negotiated terms for standard transaction types.
Guide to Panel Solicitors (2 mb)Guide to SIPP Property Purchase. It is a practical guide to the process and costs involved in acquiring property via a SIPP pension scheme.
Guide to SIPP Property Purchase (3 mb)This document outlines the Permitted Investments for our SIPP plans. Note that we reserve the right to review or alter the information in this document, without notice.
Permitted Investments (140 kb)Details of the interest rates applicable to deposits with Metro Bank plc. Note that rates are variable.
Metro Bank plc Interest Rates (136 kb)To alter an existing nomination, or where none has previously been made.
Nomination of Beneficiaries (175 kb)for appointing or changing a Financial Adviser. This form also incorporates an agreement to pay your adviser fees, where applicable.
Adviser Agreement (202 kb)To transfer your pension to another Registered Pension Scheme
Transfer Out Request (200 kb)To make additional contributions to existing SIPP plans.
Supplementary Contributions (242 kb)Information about SIPP death benefits.
Guide to SIPP Death Benefits (154 kb)Details of the fees applying to SIPP Lite. We reserve the right to review these fees from time to time.
SIPP Lite Schedule of Fees (173 kb)For the full Minerva SIPP scheme, which incorporates SIPP Lite
Terms and Conditions (194 kb)A brief guide to who we are and what we do
Brochure – Self Invested Pensions from InvestAcc (7 mb)To transfer additional pension plans into a SIPP Lite. Note that certain transfers cannot be done without advice from a suitably authorised financial adviser. Some pension schemes may also require their own discharge forms to be completed.
Transfer In (237 kb)note that the SIPP Lite has additional investment restrictions – see Key Features
Permitted Investments (140 kb)Details of the interest rates applicable to deposits with Metro Bank plc. Note that rates are variable.
Metro Bank plc Interest Rates (136 kb)to alter an existing nomination, or where none has previously been made
Nomination of Beneficiaries (175 kb)for appointing or changing a Financial Adviser. This form also incorporates an agreement to pay your adviser fees, where applicable.
Adviser Agreement (202 kb)to transfer your pension to another Registered Pension Scheme
Transfer Out Request (200 kb)for additional contributions to existing plans
Supplementary Contributions (242 kb)Information about SIPP death benefits.
Guide to SIPP Death Benefits (154 kb)A guide to our SSAS services and fees. We reserve the right to review our fees and services at any time.
SSAS Services and Fees (211 kb)A brief guide to who we are and what we do
Brochure – Self Invested Pensions from InvestAcc (7 mb)An introduction to SSAS from InvestAcc.
Guide to SSAS (2 mb)Terms & Conditions relating to our SSAS.
SSAS Terms & Conditions (203 kb)Read about our Solicitors Panel, including details of specially negotiated terms for standard transaction types.
Guide to Panel Solicitors (2 mb)A practical guide to SSAS property purchase.
Guide to SSAS Property Purchase (3 mb)to add a new member trustee to an existing SSAS
SSAS New Member application (190 kb)Information about SSAS death benefits.
Guide to SSAS Death Benefits (167 kb)