InvestAcc Pension Administration

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Moneyfacts SIPP and SSAS star ratings 2022

InvestAcc has had a clean sweep of 5 star ratings for the following products in the Moneyfacts SIPP and SSAS star ratings 2022: Minerva SIPP SIPP Lite SSAS We are delighted once again to have our products receive this recognition Read more

January 6th, 2022

Christmas and New Year Opening Hours

Our offices will be open as follows over the holiday period: Date Opening Hours Friday 24th December 9:00 am to 1:00 pm Monday 27th December closed Tuesday 28th December closed Wednesday 29th December 9:00 am to 4:00 pm Thursday 30th Read more

December 9th, 2021

InvestAcc staff raise £1,365 for Movember

A number of InvestAcc colleagues took part in the Movember charity event, raising an impressive total of £1,365. The Movember event aims to raise money for very worthy causes including prostate cancer, testicular cancer, mental health and suicide prevention. You Read more

December 8th, 2021

InvestAcc wins at the Financial Adviser Service Awards 2021!

We are delighted to announce that InvestAcc won 5 stars at the Financial Adviser Service Awards 2021. This was the fifth consecutive year of receiving a 5 star service award. The winners were announced at a glittering ceremony held at Read more

November 19th, 2021

Our Offices

Normal Minimum Pension Age – Minerva SIPP and SIPP Lite plans

The government has confirmed its intention to increase the normal minimum pension age from 55 to 57, with effect from 6 April 2028. The timing of this change coincides with the change in State Pension Age to 67, which applies Read more

September 27th, 2021

InvestAcc brings home 4 trophies from the ILP Moneyfacts Awards!

InvestAcc won Best Pension Service for the second year running at the ILP Moneyfacts Awards 2021. We also were awarded ‘Highly Commended’ in the category of Best SSAS Provider and ‘Commended’ for Best SIPP Provider and ‘Commended’ for Service Beyond Read more

September 17th, 2021

HMRC Pension Schemes Newsletter 132

HMRC has released its latest newsletter aimed at pension scheme professionals; topics covered are: Relief at source Annual allowance — pensions savings statements for tax year 2020 to 2021 Pension scheme migration You can also find a copy, along with Read more

August 28th, 2021

Money Marketing Awards 2021 Finalists

Money Marketing have announced the finalists for their annual awards, which are being held on 29th September 2021. We are delighted to have made it to the shortlist once again in the category of Best SIPP Provider. You can read Read more

August 24th, 2021

We are hiring!

If you or someone you know would be interesting in joining our award winning team, please visit our Careers Page for details of current vacancies at our Carlisle Head Office.

August 4th, 2021

HMRC Pension Schemes Newsletter 131

HMRC has released its latest newsletter aimed at pension scheme professionals; topics covered are: Relief at source Managing Pension Schemes service Annual allowance Non-taxable payments following a member’s death and Real Time Information (RTI) reporting Pension flexibility statistics Qualifying Recognised Read more

July 31st, 2021

Updated AKG financial strength report on InvestAcc published today

AKG Financial Analytics Limited has published an updated financial strength report on InvestAcc, recognising the continued growth in our business and our prudent approach, maintaining our B- financial strength rating whilst raising our business performance rating from 4 stars to Read more

June 28th, 2021

HMRC Pension Schemes Newsletter 130

HMRC has released its latest newsletter aimed at pension scheme professionals; topics covered are: Extension to some of the temporary changes to pension processes Managing the Pension Schemes service Signing in to online services Self-invested personal pensions (SIPP) and small Read more

June 28th, 2021