InvestAcc Pension Administration

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ILP Moneyfacts Awards 2024 shortlist announced

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

May 24th, 2024

InvestAcc shortlisted for Best SIPP Provider at the Money Marketing Awards 2024

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

May 10th, 2024

Applying for a Transitional Tax-Free Amount Certificate (TTFAC)

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

April 30th, 2024

Updated Consumer Duty documents for financial advisers

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

April 28th, 2024

Could a cash management platform help boost returns from your pension?

Cash tends not to be the best investment over the long term, but for some people, holding some cash can be worthwhile either at a specific time, to cover known expenditure or potential emergencies, or as part of a diversified Read more

April 18th, 2024

InvestAcc announces result of SIPP member prize draw

In January we invited SIPP customers to complete a survey. Thank you to all who completed the survey, your feedback is very much appreciated and will be used to shape our future developments. We also held a prize draw, the Read more

April 9th, 2024

Transitional Tax-Free Amount Certificates

To support the withdrawal of the Lifetime Allowance, two new allowances apply from 6th April 2024: – Lump Sum Allowance which is set at £268,275. – Lump Sum and Death Benefit Allowance which is set at £1,073,100. Some individuals will Read more

March 28th, 2024

Updated range of Fixed Term Deposit accounts from 7th March 2024

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

March 6th, 2024

Outcome of DWP consultation removes uncertainty for SSAS

In October 2023, we published an article about the Department of Work and Pensions consultation on the general levy, which would have had a severe impact on the SSAS market. The results of the consultation have been issued today; the Read more

March 4th, 2024

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