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 (2 mb)Our normal service standards for our SIPP products. Note that these are indicative and we cannot guarantee we will meet them.
Service standards (366 kb)Details of the Minerva SIPP and why it may be a wise choice.
Minerva SIPP wise choice (1 mb)This is an important document that provides the key features of the Minerva SIPP.
Key features (2 mb)Terms and conditions document for the Minerva SIPP.
Terms and conditions (2 mb)A brief guide to who we are and what we do
Brochure – self invested pensions from InvestAcc (2 mb)Details of when tax relief should be received, for personal contributions to your SIPP.
Tax relief calendar 2020/21 (681 kb)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 (2 mb)We may allow your SIPP to develop commercial property and land, read this guide to find out more.
SIPP guide to development works (2 mb)Read about our solicitors panel, including details of specially negotiated terms for standard transaction types.
Guide to panel solicitors (1 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 (1 mb)A useful guide to transfers of commercial property and land into your SIPP, from another pension scheme.
Guide to SIPP in-specie property transfers (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 (1 mb)Details of the interest rates applicable to deposits with Metro Bank plc from 12th May 2020. Note that rates are variable.
Metro Bank plc interest rates (1 mb)this form should be used for benefit requests for SIPP BENEFICIARY PLANS only.
Benefit request (for beneficiary plans only) (2 mb)To alter an existing nomination, or where none has previously been made.
Nomination of beneficiaries (1 mb)for appointing or changing a financial adviser. This form also incorporates an agreement to pay your adviser fees, where applicable.
Adviser agreement (2 mb)To transfer your pension to another registered pension scheme
Transfer out request (2 mb)To make additional contributions to existing SIPP plans.
Supplementary contributions (1 mb)Information about SIPP death benefits.
Guide to SIPP death benefits (2 mb)This form should only be used to establish new BENEFICIARY plans. It cannot be used in any other circumstances.
SIPP beneficiary application pack (not to be used for any other purposes) (2 mb)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 (2 mb)Our normal service standards for our SIPP products. Note that these are indicative and we cannot guarantee we will meet them.
Service standards (366 kb)Key features of the SIPP Lite plan.
Key features (1 mb)Terms and conditions for the full Minerva SIPP scheme, which incorporates SIPP Lite
Terms and conditions (2 mb)A brief guide to who we are and what we do
Brochure – self invested pensions from InvestAcc (2 mb)Details of when tax relief should be received, for personal contributions to your SIPP.
Tax relief calendar 2020/21 (681 kb)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 (2 mb)note that the SIPP Lite has additional investment restrictions – see Key Features
Permitted investments (1 mb)Details of the interest rates applicable to deposits with Metro Bank plc from 12th May 2020. Note that rates are variable.
Metro Bank plc interest rates (1 mb)this form should be used for benefit requests for SIPP BENEFICIARY PLANS only.
Benefit request (for beneficiary plans only) (2 mb)to alter an existing nomination, or where none has previously been made
Nomination of beneficiaries (1 mb)for appointing or changing a Financial Adviser. This form also incorporates an agreement to pay your adviser fees, where applicable.
Adviser agreement (2 mb)to transfer your pension to another registered pension scheme
Transfer out request (2 mb)for additional contributions to existing plans
Supplementary contributions (1 mb)Information about SIPP death benefits.
Guide to SIPP death benefits (2 mb)This form should only be used to establish new BENEFICIARY plans. It cannot be used in any other circumstances.
SIPP beneficiary application pack (not to be used for any other purposes) (403 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 (2 mb)The key features of our SSAS product.
SSAS key features (1 mb)A brief guide to who we are and what we do
Brochure – self invested pensions from InvestAcc (2 mb)An introduction to SSAS from InvestAcc.
Guide to SSAS (1 mb)Terms & conditions relating to our SSAS.
SSAS terms & conditions (203 kb)Our normal service standards for our SSAS arrangements. Note that these are indicative and we cannot guarantee we will meet them.
SSAS service standards (160 kb)Details of our service standard acheivements over the last 12 months.
Monthly service report (439 kb)Details of our privacy policy.
Our privacy policy (64 kb)The loan application also includes a guide to our rules for loanbacks.
SSAS loan application (2 mb)Please complete one of these for each property you wish your SSAS to purchase.
SSAS property & land questionnaire (for new purchases) (334 kb)Please complete one of these forms for each property you wish to transfer from other registered pension schemes, on an in-specie basis.
SSAS property & land questionnaire (in-specie transfers from other registered pension schemes) (336 kb)One of these forms shoudl be completed for each property held in an existing SSAS which you wish to move the InvestAcc, as part of a scheme takeover.
SSAS property & land questionnaire (for scheme takeovers) (287 kb)A guide to our requirements when developing commercial property and land.
SSAS guide to development works (2 mb)Read about our solicitors panel, including details of specially negotiated terms for standard transaction types.
Guide to panel solicitors (1 mb)A practical guide to SSAS property purchase.
Guide to SSAS property purchase (1 mb)To transfer in benefits from other registered pension schemes. Note that you may also need to obtain discharge forms from the transferring pension scheme.
SSAS transfer in request (145 kb)To be completed when a member or beneficiaries wishes to transfer their benefits to another registered pension scheme.
SSAS transfer out request (199 kb)To provide an indication as to nominated beneficiaries.
Nomination of beneficiaries (1 mb)This form should be completed when adding a new member trustee to an existing SSAS
SSAS new member application (190 kb)Information about SSAS death benefits.
Guide to SSAS death benefits (2 mb)