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

Our current service standards for our SIPP products.

Details of the Minerva SIPP and why it may be a wise choice.

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

Terms and conditions document for the 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.

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.

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.

Details of the interest rates applicable to deposits with Metro Bank plc from 12th May 2020. Note that rates are variable.

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

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.

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.

Key features of the SIPP Lite plan.

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

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.

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.

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

Details of the interest rates applicable to deposits with Metro Bank plc from 12th May 2020. Note that rates are variable.

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

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.

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.

A brief guide to who we are and what we do

An introduction to SSAS from InvestAcc.

Terms & conditions relating to our SSAS.

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

A practical guide to SSAS property purchase.

to add a new member trustee to an existing SSAS

Information about SSAS death benefits.