Details of the fees applying to the Minerva SIPP. We reserve the right to review these fees from time to time.

Our normal service standards for our SIPP products. Note that these are indicative and we cannot guarantee we will meet them.

This is an important document that provides the key features of the Minerva SIPP.

A brief guide to who we are and what we do

Terms and conditions document for the Minerva SIPP.

Details of when tax relief should be received, for personal contributions to your SIPP.

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.

Please complete this form is you wish to make an in-specie transfer of assets to an existing Minerva SIPP plan. If the transfer includes commercial property and land, please also remember to complete a Property & Land Questionnaire for In-Specie Transfers.

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.

Please complete this form is you wish to make an in-specie transfer of assets to an existing Minerva SIPP plan. If the transfer includes commercial property and land, please also remember to complete a Property & Land Questionnaire for In-Specie Transfers.

We may allow your SIPP to develop commercial property and land, read this guide to find out more.

Read about our solicitors panel, including details of specially negotiated terms for standard transaction types.

Guide to SIPP Property Purchase. It is a practical guide to the process and costs involved in acquiring property via a SIPP pension scheme.

A useful guide to transfers of commercial property and land into your SIPP, from another pension scheme.

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.

InvestAcc may receive up to 0.2% each year from Metro Bank plc, based on the value of your Fixed Term Deposits. Note that the rates shown have not been reduced by this payment.

Details of the interest rate applicable to deposits with Metro Bank plc from 1st December 2024. Note that rates are variable.

To alter an existing nomination, or where none has previously been made.

for appointing or changing a financial adviser. This form also incorporates an agreement to pay your adviser fees, where applicable.

To transfer your pension to another registered pension scheme

To make additional contributions to existing SIPP plans.

Information about SIPP death benefits.

Please complete this form if you wish to tell us about your new address.

This form should only be used to establish new BENEFICIARY plans. It cannot be used in any other circumstances.

Details of the fees applying to SIPP Lite. We reserve the right to review these fees from time to time.

Our normal service standards for our SIPP products. Note that these are indicative and we cannot guarantee we will meet them.

Key features of the SIPP Lite plan.

A brief guide to who we are and what we do

Terms and conditions for the full Minerva SIPP scheme, which incorporates SIPP Lite.

Details of when tax relief should be received, for personal contributions to your SIPP.

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.

Please complete this form is you wish to make an in-specie transfer of assets to an existing SIPP Lite plan.

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.

Please complete this form is you wish to make an in-specie transfer of assets to an existing SIPP Lite plan.

note that the SIPP Lite has additional investment restrictions – see Key Features

InvestAcc may receive up to 0.2% each year from Metro Bank plc, based on the value of your Fixed Term Deposits. Note that the rates shown have not been reduced by this payment.

Details of the interest rate applicable to deposits with Metro Bank plc from 1st December 2024. Note that rates are variable.

to alter an existing nomination, or where none has previously been made

for appointing or changing a Financial Adviser. This form also incorporates an agreement to pay your adviser fees, where applicable.

to transfer your pension to another registered pension scheme

for additional contributions to existing plans

Information about SIPP death benefits.

Please complete this form if you wish to tell us about your new address.

This form should only be used to establish new BENEFICIARY plans. It cannot be used in any other circumstances.

A guide to our SSAS services and fees. We reserve the right to review our fees and services at any time.

The key features of our SSAS product.

A brief guide to who we are and what we do

An introduction to SSAS from InvestAcc.

Terms and conditions for our SSAS product, with effect from 1st September 2024.

Our normal service standards for our SSAS arrangements. Note that these are indicative and we cannot guarantee we will meet them.

Details of our service standard achievements over the last 12 months.

Details of our privacy policy.

The loan application also includes a guide to our rules for loanbacks.

Please complete one of these for each property you wish your SSAS to purchase.

Please complete one of these forms for each property you wish to transfer from other registered pension schemes, on an in-specie basis.

One of these forms must be completed for each property held in an existing SSAS which you wish to move the InvestAcc, as part of a scheme takeover.

A guide to our requirements when developing commercial property and land.

Read about our solicitors panel, including details of specially negotiated terms for standard transaction types.

A useful guide to transfers of commercial property and land into your SSAS, from another pension scheme.

A practical guide to SSAS property purchase.

This document outlines the Permitted Investments for our SSAS plans. Note that we reserve the right to review or alter the information in this document, without notice.

This form must be submitted with all investments.

The interest rates applicable to SSAS customers with Metro Bank plc trustee bank accounts, from 1st December 2024. Note that rates are variable and may change at any time.

InvestAcc may receive up to 0.2% each year from Metro Bank plc, based on the value of your Fixed Term Deposits. Note that the rates shown have not been reduced by this payment.

To transfer in benefits from other registered pension schemes. Note that you may also need to obtain discharge forms from the transferring pension scheme.

To be completed when a member or beneficiaries wishes to transfer their benefits to another registered pension scheme.

To provide an indication as to nominated beneficiaries.

This form should be completed when adding a new member trustee to an existing SSAS

Information about SSAS death benefits.