InvestAcc Pension Administration

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End of tax year arrangements

Contributions to SIPP Schemes The last date to submit new SIPP applications and contributions to us for the 2023/24 tax year is Friday 5th April 2024. Note that as each SIPP has unique bank account details, contributions must be paid Read more

February 22nd, 2024

InvestAcc comes top in 5 out of 7 categories in key industry survey!

The experts at Defaqto have published their Pension Service Review 2024, which is a key industry report examining how pension companies are performing. The report looks at the following 7 areas:  – Provider strength and brand  – Provider staff  – Product Read more

February 16th, 2024

Moneyfacts SIPP and SSAS star ratings 2024

InvestAcc is delighted to have received 5 star ratings for the following products in the Moneyfacts SIPP and SSAS star ratings 2024: Minerva SIPP SIPP Lite SSAS Thank you to the highly respected research team at Moneyfacts for assessing the Read more

February 15th, 2024

Changes to our Minerva SIPP Terms and Conditions (including SIPP Lite)

We are making some small changes to our Minerva Terms and Conditions which will apply from 29th February 2024. Note that these changes also affect SIPP Lite members. Changes include an improvement to the way we disclose the share of Read more

January 29th, 2024

Updated range of Fixed Term Deposit accounts for pensions

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 Minerva SIPP and SIPP Lite customers, and some SSAS customers. Note Read more

January 11th, 2024

InvestAcc moves to new premises for growth

We are excited to announce that we have completed the move of our Carlisle Head Office to modern and spacious premises at Solway House Business Park, allowing us to grow for the foreseeable future. The move effectively doubles the space Read more

January 11th, 2024

Christmas and New Year Opening Hours

We will remain open over the festive period but there will be a change to our usual office hours: Date Opening Hours Friday 22nd December 9:00 am to 1:00 pm Monday 25th December closed Tuesday 26th December closed Wednesday 27th Read more

November 28th, 2023

InvestAcc wins at the Financial Adviser Service Awards 2023!

We are delighted to announce that InvestAcc won 5 stars at the Financial Adviser Service Awards 2023. This was the sixth year of receiving a 5 star service award in the last seven years. The winners were announced at a Read more

November 24th, 2023

Autumn Statement 2023

The Chancellor, Jeremy Hunt, made his Autumn Statement for Growth on 22nd November 2023. There were several areas which affected pensions, which was a surprise given the absence of reference to them in the King’s Speech, which was delivered earlier Read more

November 23rd, 2023

Interactive Investor Pension Trader Accounts – update

Customers with Interactive Investor Pension Trader Accounts (PTA) will have received several communications from them regarding the closure of the PTA accounts. Interactive Investor has written to us again, to confirm the additional administration fee of £30 per month has Read more

November 13th, 2023

Updated range of Fixed Term Deposit accounts for pensions (note that this rates are no longer available)

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 Minerva SIPP and SIPP Lite customers, and some SSAS customers. Note Read more

November 10th, 2023

DWP consultation potentially affecting SSAS

Earlier this month, the Department of Work and Pensions (DWP) opened a consultation around the future of the pensions levy, which could have a detrimental effect on SSAS schemes. SSAS pension schemes are by definition small (up to 11 members). Read more

October 31st, 2023