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 (417 kb)Our normal service standards for our SIPP products. Note that these are indicative and we cannot guarantee we will meet them.
Service standards (395 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 (449 kb)Terms and conditions document for the Minerva SIPP.
Terms and conditions (460 kb)A brief guide to who we are and what we do
Brochure – self invested pensions from InvestAcc (731 kb)Details of when tax relief should be received, for personal contributions to your SIPP.
Tax relief calendar 2022/23 (59 kb)Details of when tax relief should be received, for personal contributions to your SIPP.
Tax relief calendar 2021/22 (76 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 request (cash) (494 kb)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.
Transfer in request (in-specie) (514 kb)We may allow your SIPP to develop commercial property and land, read this guide to find out more.
SIPP guide to development works (421 kb)Read about our solicitors panel, including details of specially negotiated terms for standard transaction types.
Guide to panel solicitors (3 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 (617 kb)A useful guide to transfers of commercial property and land into your SIPP, from another pension scheme.
Guide to SIPP in-specie property transfers (580 kb)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 (420 kb)Details of the interest rates applicable to deposits with Metro Bank plc from 1 June 2022. Note that rates are variable.
Metro Bank plc interest rates (from 1st June 2022) (407 kb)Details of the interest rates applicable to deposits with Metro Bank plc from 1 May 2022. Note that rates are variable.
Metro Bank plc interest rates (to 31st May 2022) (406 kb)To alter an existing nomination, or where none has previously been made.
Nomination of beneficiaries (447 kb)for appointing or changing a financial adviser. This form also incorporates an agreement to pay your adviser fees, where applicable.
Adviser agreement (436 kb)To transfer your pension to another registered pension scheme
Transfer out request (442 kb)To make additional contributions to existing SIPP plans.
Supplementary contributions (499 kb)Information about SIPP death benefits.
Guide to SIPP death benefits (453 kb)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) (547 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 (404 kb)Our normal service standards for our SIPP products. Note that these are indicative and we cannot guarantee we will meet them.
Service standards (395 kb)Key features of the SIPP Lite plan.
Key features (452 kb)Terms and conditions for the full Minerva SIPP scheme, which incorporates SIPP Lite.
Terms and conditions (460 kb)A brief guide to who we are and what we do
Brochure – self invested pensions from InvestAcc (731 kb)Details of when tax relief should be received, for personal contributions to your SIPP.
Tax relief calendar 2022/23 (59 kb)Details of when tax relief should be received, for personal contributions to your SIPP.
Tax relief calendar 2021/22 (76 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 request (cash) (494 kb)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.
Transfer in request (in-specie) (514 kb)note that the SIPP Lite has additional investment restrictions – see Key Features
Permitted investments (420 kb)Details of the interest rates applicable to deposits with Metro Bank plc from 1 June 2022. Note that rates are variable.
Metro Bank plc interest rates (from 1st June 2022) (407 kb)Details of the interest rates applicable to deposits with Metro Bank plc from 1 May 2022. Note that rates are variable.
Metro Bank plc interest rates (to 31st May 2022) (406 kb)to alter an existing nomination, or where none has previously been made
Nomination of beneficiaries (447 kb)for appointing or changing a Financial Adviser. This form also incorporates an agreement to pay your adviser fees, where applicable.
Adviser agreement (436 kb)to transfer your pension to another registered pension scheme
Transfer out request (442 kb)for additional contributions to existing plans
Supplementary contributions (499 kb)Information about SIPP death benefits.
Guide to SIPP death benefits (453 kb)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) (547 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 (434 kb)The key features of our SSAS product.
SSAS key features (457 kb)A brief guide to who we are and what we do
Brochure – self invested pensions from InvestAcc (731 kb)An introduction to SSAS from InvestAcc.
Guide to SSAS (537 kb)Terms & conditions relating to our SSAS.
SSAS terms & conditions (450 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 achievements over the last 12 months.
Monthly service report (81 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 (450 kb)Please complete one of these for each property you wish your SSAS to purchase.
SSAS property & land questionnaire (for new purchases) (757 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) (756 kb)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) (717 kb)A guide to our requirements when developing commercial property and land.
SSAS guide to development works (421 kb)Read about our solicitors panel, including details of specially negotiated terms for standard transaction types.
Guide to panel solicitors (3 mb)A useful guide to transfers of commercial property and land into your SSAS, from another pension scheme.
Guide to SSAS in-specie property transfers (578 kb)A practical guide to SSAS property purchase.
Guide to SSAS property purchase (625 kb)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 (464 kb)To be completed when a member or beneficiaries wishes to transfer their benefits to another registered pension scheme.
SSAS transfer out request (446 kb)To provide an indication as to nominated beneficiaries.
Nomination of beneficiaries (448 kb)This form should be completed when adding a new member trustee to an existing SSAS
SSAS new member application (438 kb)Information about SSAS death benefits.
Guide to SSAS death benefits (443 kb)