InvestAcc Pension Administration

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Literature and Forms

General

Minerva SIPP schedule of fees

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 (236 kb)

Monthly service report

Service standards

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

Service standards (113 kb)

Key features

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

Key features (283 kb)

Brochure – self invested pensions from InvestAcc

A brief guide to who we are and what we do

Brochure – self invested pensions from InvestAcc (6 mb)

Terms and conditions

Terms and conditions document for the Minerva SIPP.

Terms and conditions (272 kb)

Tax relief calendar

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

Tax relief calendar (67 kb)

Our privacy policy

Application Forms

Cash transfer in request (for customers without a financial adviser)

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.

Cash transfer in request (for customers without a financial adviser) (309 kb)

In-specie transfer in request (for customers without a financial adviser)

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

In-specie transfer in request (for customers without a financial adviser) (356 kb)

Cash transfer in request (for customers with a financial adviser)

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.

Cash transfer in request (for customers with a financial adviser) (325 kb)

In-specie transfer in request (for customers with a financial adviser)

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

In-specie transfer in request (for customers with a financial adviser) (375 kb)

Property Purchase

Property and land questionnaire – for new purchases

Property and land questionnaire – for in-specie transfers between pension schemes

SIPP guide to development works

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

SIPP guide to development works (214 kb)

Guide to panel solicitors

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

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)

Guide to SIPP in-specie property transfers

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)

Investments

Permitted investments

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 (212 kb)

Metro Bank plc Fixed Term Deposits (as at 7th March 2024)

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.

Metro Bank plc Fixed Term Deposits (as at 7th March 2024) (935 kb)

Metro Bank plc interest rates (from 1st November 2023)

Details of the interest rate applicable to deposits with Metro Bank plc from 1st November 2023. Note that rates are variable.

Metro Bank plc interest rates (from 1st November 2023) (212 kb)

Benefits

Miscellaneous Forms

Nomination of beneficiaries

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

Nomination of beneficiaries (243 kb)

Adviser agreement

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

Adviser agreement (250 kb)

Transfer out request

To transfer your pension to another registered pension scheme

Transfer out request (418 kb)

Supplementary contributions

To make additional contributions to existing SIPP plans.

Supplementary contributions (381 kb)

Guide to SIPP death benefits

Information about SIPP death benefits.

Guide to SIPP death benefits (258 kb)

Change of address form

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

Change of address form (76 kb)

SIPP beneficiary application pack (not to be used for any other purposes)

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) (427 kb)

General

SIPP Lite schedule of fees

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 (240 kb)

Monthly service report

Service standards

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

Service standards (113 kb)

Key features

Key features of the SIPP Lite plan.

Key features (299 kb)

Brochure – self invested pensions from InvestAcc

A brief guide to who we are and what we do

Brochure – self invested pensions from InvestAcc (6 mb)

Terms and conditions

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

Terms and conditions (272 kb)

Tax relief calendar

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

Tax relief calendar (67 kb)

Our privacy policy

Application Forms

Cash transfer in request (for customers with a financial adviser)

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.

Cash transfer in request (for customers with a financial adviser) (325 kb)

In-specie transfer in request (for customers with a financial adviser)

Please complete this form is you wish to make an in-specie transfer of assets to a Minerva SIPP or SIPP Lite plan. If the transfer includes commercial property and land, please also remember to complete a Property & Land Questionnaire for In-Specie Transfers and note that a SIPP Lite plan would need to be upgraded to a Minerva SIPP in order to hold commercial property and land.

In-specie transfer in request (for customers with a financial adviser) (375 kb)

Cash transfer in request (for customers without a financial adviser)

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.

Cash transfer in request (for customers without a financial adviser) (309 kb)

In-specie transfer in request (for customers without a financial adviser)

Please complete this form is you wish to make an in-specie transfer of assets to a Minerva SIPP or SIPP Lite plan. If the transfer includes commercial property and land, please also remember to complete a Property & Land Questionnaire for In-Specie Transfers and note that a SIPP Lite plan would need to be upgraded to a Minerva SIPP in order to hold commercial property and land.

In-specie transfer in request (for customers without a financial adviser) (356 kb)

Investments

Permitted investments

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

Permitted investments (212 kb)

Metro Bank plc Fixed Term Deposits (as at 7th March 2024)

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.

Metro Bank plc Fixed Term Deposits (as at 7th March 2024) (935 kb)

Metro Bank plc interest rates (from 1st November 2023)

Details of the interest rate applicable to deposits with Metro Bank plc from 1st November 2023. Note that rates are variable.

Metro Bank plc interest rates (from 1st November 2023) (212 kb)

Benefits

Miscellaneous

Nomination of beneficiaries

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

Nomination of beneficiaries (243 kb)

Adviser agreement

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

Adviser agreement (250 kb)

Transfer out request

to transfer your pension to another registered pension scheme

Transfer out request (418 kb)

Supplementary contributions

for additional contributions to existing plans

Supplementary contributions (381 kb)

Guide to SIPP death benefits

Information about SIPP death benefits.

Guide to SIPP death benefits (258 kb)

Change of address form

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

Change of address form (76 kb)

SIPP beneficiary application pack (not to be used for any other purposes)

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) (427 kb)

General

SSAS services and fees

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 (277 kb)

SSAS key features

The key features of our SSAS product.

SSAS key features (276 kb)

Brochure – self invested pensions from InvestAcc

A brief guide to who we are and what we do

Brochure – self invested pensions from InvestAcc (6 mb)

Guide to SSAS

An introduction to SSAS from InvestAcc.

Guide to SSAS (2 mb)

SSAS terms & conditions

Terms & conditions relating to our SSAS.

SSAS terms & conditions (256 kb)

SSAS service standards

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

SSAS service standards (219 kb)

Monthly service report

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

Monthly service report (88 kb)

Our privacy policy

Details of our privacy policy.

Our privacy policy (83 kb)

Application Forms (new schemes and takeovers)

Loans

SSAS loan application

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

SSAS loan application (223 kb)

Property

SSAS property & land questionnaire (for new purchases)

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

SSAS property & land questionnaire (for new purchases) (522 kb)

SSAS property & land questionnaire (in-specie transfers from other registered pension schemes)

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) (522 kb)

SSAS property & land questionnaire (for scheme takeovers)

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.

SSAS property & land questionnaire (for scheme takeovers) (474 kb)

SSAS guide to development works

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

SSAS guide to development works (214 kb)

Guide to panel solicitors

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

Guide to panel solicitors (2 mb)

Guide to SSAS in-specie property transfers

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

Guide to SSAS in-specie property transfers (3 mb)

Guide to SSAS property purchase

A practical guide to SSAS property purchase.

Guide to SSAS property purchase (3 mb)

Investments

Metro Bank Interest Rates (from 1st November 2023)

The interest rates applicable to SSAS customers with Metro Bank plc trustee bank accounts, from 1st November 2023. Note that rates are variable and may change at any time.

Metro Bank Interest Rates (from 1st November 2023) (209 kb)

Metro Bank plc Fixed Term Deposits (as at 7th March 2024)

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.

Metro Bank plc Fixed Term Deposits (as at 7th March 2024) (935 kb)

Miscellaneous

SSAS transfer in request

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 (307 kb)

SSAS transfer out request

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

SSAS transfer out request (313 kb)

Nomination of beneficiaries

To provide an indication as to nominated beneficiaries.

Nomination of beneficiaries (243 kb)

SSAS new member application

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

SSAS new member application (235 kb)

Guide to SSAS death benefits

Information about SSAS death benefits.

Guide to SSAS death benefits (255 kb)

Standing order mandate