We will remain open over the festive period but there will be a change to our usual office hours: Date Opening Hours Wednesday 24th December 9:00 am to 1:00 pm Thursday 25th December closed Friday 26th December closed Monday 29th Read more

The Chancellor of the Exchequer, Rachel Reeves, delivered her second Budget on Wednesday 26 November. With lots of speculation and rumours, most of the feared changes to private pensions did not materialise. Tax-free cash remains unchanged, with the current Lump Read more

Did you know that once a property purchase has completed, the ownership shares can be altered at any time? This includes increasing/decreasing the ownership share, adding new members to the SIPP group or purchasing additional shares from a third party Read more

We are thrilled to announce that InvestAcc won 5 stars at the Financial Adviser Service Awards 2025. This is the eighth time that we have received a 5-Star service award which is testament to all our teams and their commitment Read more

The Bank of England have announced that the deposit protection limit, which applies to the Financial Services Compensation Scheme, will increase to £120,000 from 1 December 2025. This increases the limit from the current £85,000 which was set in 2017 Read more

On 3rd November 2025, InvestAcc completed its acquistion of the AJ Bell Platinum SIPP and SSAS businesses. This brings 46 new colleagues from our new office in Manchester who join our existing team, taking our total to over 160 individuals Read more

AKG Financial Analytics Limited has published an updated financial strength report on InvestAcc and we are delighted to share that our rating has increased to B which AKG deem ‘Strong’. This increase is further recognition of the continued growth in Read more

There has been a lot of change to how pensions operate over the last 30 years, with incentives such as tax relief, auto enrolment legislation and various tax-free allowances aimed at encouraging everyone to provide for their future. For most Read more

Volunteers from InvestAcc’s Carlisle office have recently donated a full working day at Oaktree Animals’ Charity in Wetheral. The day formed part of the company’s ongoing commitment to support the mental health of their employees. 10 members of staff swapped Read more

We are commonly asked whether our SIPP Lite and Minerva SIPP products are suitable for children and young people, the answer is yes they can be, provided they meet our minimum investment amount of £40,000! People of any age can Read more

We have seen an increase in requests to access pension pots before the Budget, which falls on 26th November 2025. This seems to follow a similar pattern to last year, due to speculation about what might be announced in the Read more

InvestAcc won Best SIPP Provider for the sixth time at the ILP Moneyfacts Awards 2025. We also were awarded ‘Highly Commended’ in the category of Best Pension Service and ‘Commended’ for Service Beyond the Call of Duty. The trophies were Read more