InvestAcc Pension Administration

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News

Migration of Newcastle Building Society deposits

We are pleased to advise that we have started the process of migrating accounts from Newcastle Building Society to Metro Bank plc (Metro). Customers will receive a letter from use once their Newcastle balance has been transferred and credited to Read more

October 1st, 2018

AKG publishes updated Financial Strength report for InvestAcc

We are delighted that AKG Financial Analytics Limited published a financial strength report on 21 September 2018, recognising the growth in our business and confirming our B- financial strength rating. A copy of the report is available from us, please Read more

September 25th, 2018

InvestAcc win Best SIPP Provider at the ILP Moneyfacts Awards 2018!

InvestAcc won Best SIPP Provider for the third year running at the ILP Moneyfacts Awards 2018. The trophy was presented to MD, Nick Gardner, by host Josh Widdicombe at a glittering ceremony last night at the London Park Lane Hilton. Read more

September 20th, 2018

HMRC Relief at Source Pension Schemes Newsletter

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Annual return of information Notification of residency status report for 2019 to 2020 Members without a valid National Insurance (NI) number Amendments to the APSS105 and Read more

September 13th, 2018

Metro Bank plc – Interest Rate increase

Following the recent increase in Bank of England Base rates, Metro Bank plc are increasing the amount of interest paid on balances to 0.55% (Annual Equivalent Rate) with effect from 1st September 2018.

September 1st, 2018

HMRC Pension Schemes Newsletter 102

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Manage and Register Pension Schemes service Relief at source Master Trusts Reporting of non-taxable death benefits Applications to register a pension scheme We have placed a Read more

August 30th, 2018

HMRC Pension Schemes Newsletter 101

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Master Trusts Registering a pension scheme – time limits Taxation of flexi access payments Annual allowance Relief at source Pension flexibility Qualifying recognised overseas pension schemes Read more

July 31st, 2018

InvestAcc joins the Origo Options Transfer Service

We are delighted to announce that InvestAcc will be joining the Origo Options Transfer Service from Monday 23rd July 2018 This will allow potentially much faster transfers between pension plans using this service. The average Options transfer is around 8 Read more

July 18th, 2018

New SIPP Bank Accounts with Metro Bank plc from 2nd July 2018

Following a thorough review of our SIPP banking arrangements, we will be establishing new bank accounts with Metro Bank plc (Metro) for new Minerva SIPP and SIPP Lite applications. We selected Metro as they offer a number of features which Read more

July 2nd, 2018

HMRC Pension Schemes Newsletter 100

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Manage and Register Pension Schemes service Registering as a scheme administrator and applying to register a pension scheme Transfers between registered pension schemes Annual allowance calculator Read more

June 29th, 2018

We are finalists at the ILP Moneyfacts Awards 2018!

InvestAcc are delighted to have been shortlisted once again in 4 categories at the prestigious Investment, Life & Pensions Moneyfacts Awards 2018: Best SIPP Provider Best SSAS Provider Best Pensions Service Service Beyond the Call of Duty The winners will Read more

June 25th, 2018

Richard Rohtla

It is with deep sadness that we learned of the sudden passing of our friend and colleague Richard Rohtla at the weekend. Richard joined us in 2015 and has been a very well respected member of our team, many of Read more

June 19th, 2018