HMRC has released its latest newsletter aimed at pension scheme professionals; topics covered are: Registration statistics Pension flexibility statistics Pension scheme administration – moving pension recipients from one payroll to another Relief at source Guaranteed Minimum Pension (GMP) Equalisation Annual Read more
October 31st, 2019
In 2018 we switched our core banking arrangements for Minerva SIPP and SIPP Lite members to Metro Bank plc (Metro). Metro has established itself as a forward-thinking modern bank, with excellent systems and a reputation for innovation and customer service. Read more
September 30th, 2019
InvestAcc won Best SIPP Provider for the fourth year running at the ILP Moneyfacts Awards 2019. The trophy was presented to Director, Julia Barnes, by host Meera Syal at a glittering ceremony last night at the London Park Lane Hilton. Read more
September 20th, 2019
We are delighted to report our SIPP and SSAS customer assets have passed the £2 Billion milestone for the first time in our history. This year also saw us pass through the 6,000 customers mark and also our Commercial Property Read more
September 2nd, 2019
We currently have three vacancies, based at our Carlisle Head Office. We are looking for efficient, well-organised individuals with excellent interpersonal skills to join our award winning team. Although SIPP / SSAS / Property experience would be beneficial, it is Read more
August 31st, 2019
HMRC has released its latest newsletter aimed at pension scheme professionals; topics covered are: Relief at source – annual returns of information for 2018 to 2019 Relief at source – APSS106 annual claims for 2018 to 2019 Annual allowance – Read more
August 29th, 2019
AKG Financial Analytics Limited has published a financial strength report on 1 August 2019, recognising the growth in our business and confirming our B- financial strength rating. A copy of the full report is available from us, please get in Read more
August 1st, 2019
HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Relief at source Pension flexibility statistics Annual allowance The Pensions Regulator’s consultation on the future of pension trusteeship and governance Qualifying Recognised Overseas Pension Schemes (QROPS) Read more
July 31st, 2019
Please find a link to a document we have received from Metro Bank plc, following today’s announcements. H1 2019 B&C factsheet vFINAL
July 24th, 2019
On Monday 8th July 2019, our Tees Valley office is moving to: Dakota House 25 Falcon Court Stockton on Tees TS18 3TX There are no changes to phone or fax numbers.
July 8th, 2019
At a glittering ceremony at HAC London last night, we were delighted to be awarded ‘Highly Commended’, just missing out on winning ‘Best SIPP Provider’ in what was reportedly a closely fought category. We are thankful to the advisers who Read more
June 27th, 2019
HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Relief at source Master Trusts supervision Managing Pension Schemes service Guaranteed Minimum Pension (GMP) equalisation – HMRC working group Telling HMRC about pension tax charges on Read more
June 26th, 2019