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

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

Terms and Conditions for Minerva SIPP.

A brief guide to who we are and what we do

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

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

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.

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.

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

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

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.

For all flexible payment requests from member plans who have received advice on their benefit payment (not for use with beneficiary plans).

This form must be completed and returned to us before we can process a request to take money from your SIPP.

this form should be used for benefit requests for SIPP BENEFICIARY PLANS only.

for annuity purchase

You should complete this form if you wish us to pay an Annual Allowance Tax Charge from your SIPP.

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.

Information about SIPP death benefits.

To make additional contributions to existing SIPP plans.

To transfer your pension to another registered pension scheme

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

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

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

Key features of the SIPP Lite plan.

Terms and conditions from 4th August 2025.

A brief guide to who we are and what we do

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

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

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.

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

for all flexible payment requests from member plans (not for use with beneficiary plans).

for annuity purchase

this form should be used for benefit requests for SIPP BENEFICIARY PLANS only.

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.

Information about SIPP death benefits.

for additional contributions to existing plans

to transfer your pension to another registered pension scheme

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

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

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.

An introduction to SSAS from InvestAcc.

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

A brief guide to who we are and what we do

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

Details of our privacy policy.

Please complete this form to start the process of establishing a new SSAS.

Please complete this form if you wish to move an existing SSAS to InvestAcc.

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 practical guide to SSAS property purchase.

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

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

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

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.

Information about SSAS death benefits.

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

To provide an indication as to nominated beneficiaries.

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

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