We have seen a spike in requests to purchase commercial property or land before the Budget date, which has been set for 30th October 2024. In many cases these transactions are being done at haste to avoid potential changes to Read more

This question arises from time to time. Note that the following information is based on our interpretation of tax legislation, HMRC practice and our own pension scheme rules. In most cases, it is NOT possible to make a refund of Read more

InvestAcc won Best SIPP Provider for the fifth time and Best Pension Service for the fifth year running at the ILP Moneyfacts Awards 2024. We also were awarded ‘Highly Commended’ in the category of Service Beyond the Call of Duty. Read more

From time to time, we receive questions about how death benefits are dealt with under our SIPP and SSAS schemes. This short guide should be read in conjunction with our SIPP and SSAS Guides to Death Benefits which are available Read more

SIPP and SSAS customers benefit from our banking arrangements, with competitive interest rates and terms. The following range of Fixed Term Deposits from Metro Bank plc is available to all our pension scheme customers. Note that the following rates are Read more

AKG Financial Analytics Limited has published an updated financial strength report on InvestAcc, recognising the continued growth in our business and our prudent approach, maintaining our B- financial strength rating. A copy of the full report is available from us, Read more

We are making some small changes to our SSAS Terms and Conditions which will apply from 1st September 2024. Changes include an improvement to the way we disclose the share of interest we receive from our bankers, making it clear Read more

We bring exciting news about our company and our future plans, which are subject to regulatory approval. You can read the press release here: PRESS RELEASE You can also read two Regulatory News Service announcements which were published today: RNS Read more

Moneyfacts Group have released the list of finalists for the Investment, Life & Pensions Moneyfacts Awards 2024. We are delighted to be finalists once again in the following four categories: – Best SIPP Provider – Best SSAS Provider – Best Read more

We are delighted to have been recognised by the team at Money Marketing, having been shortlisted in the category of Best SIPP Provider once again. The awards are being held at the Londoner Hotel in London, on 12th September 2024. Read more

Last month we published an article on Transitional Tax-Free Amount Certificates (TTFAC). You can read that article here: https://www.investaccpensions.co.uk/transitional-tax-free-amount-certificates/ We now have an application form, for customers who wish to apply for a TTFAC. SIPP customers should send an email Read more

We have updated our Target Market Statements and Assessments of Value – they can be found in the respective product pages: – SIPP Lite – Minerva SIPP – InvestAcc SSAS Note that these items are aimed at financial advisers and Read more