InvestAcc Pension Administration

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Managing Pension Schemes Service Newsletter

HMRC has released a newsletter covering developments for HMRC’s Managing Pension Schemes Service: Introduction Phase 2 timeline How you can help us Scheme administrator enrolment Giving access to the service to business tax account administrators and assistants Migration of pension Read more

January 14th, 2020

HMRC Pension Schemes Newsletter 115

HMRC has released its latest newsletter aimed at pension scheme professionals; topics covered are: Lifetime allowance and the 2019 to 2020 event report Managing Pension Schemes service – giving access to Government Gateway administrators and assistants Managing Pension Schemes service Read more

November 26th, 2019

Winners at the Financial Adviser Service Awards 2019!

Last night at a glittering ceremony at the National History Museum in London, we were delighted to be awarded 5 stars for service for the third year running. The awards are the most widely recognised in the adviser sector, making Read more

November 22nd, 2019

HMRC Pension Schemes Newsletter 114

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

Metro Bank

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 wins Best SIPP Provider at the ILP Moneyfacts Awards!

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

InvestAcc reaches £2 Billion milestone

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 are hiring!

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 Pension Schemes Newsletter 113

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

Updated AKG Financial Strength Report for InvestAcc

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 Pension Schemes Newsletter 112

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

Metro Bank update – 24 July 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