InvestAcc Pension Administration

Log In to Online Services | Sign Up to our Newsletter

News

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

Voting is open for the Financial Adviser Service Awards 2018!

Voting is currently underway in the annual Financial Adviser Service Awards; for the last 27 years this important survey has allowed advisers to rate each company they have used in the previous 12 months. If you are an an authorised Read more

June 12th, 2018

HMRC Manage and Register Pension Schemes Service Newsletter

HMRC have today announced the launch of their new ‘Manage and Register Pension Schemes Service’ which replaces the old ‘Pension Schemes Online’ service. We have added a link to the newsletter in our Technical Zone.

June 4th, 2018

HMRC Pension Schemes Newsletter 99

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Pension Schemes Online service APSS262 form Event report – reportable events 22 and 23 Genuine errors Relief at source for Scottish Income Tax Look up residency Read more

May 31st, 2018

Our Offices

Changes to our Literature, Terms and Privacy Policy

We have today published the following items on our website: Our Privacy Policy – version 1.0 (May 2018) Updated Minerva SIPP (and SIPP Lite) Terms and Conditions – version 4.6 (May 2018) Updated Terms of Business for Intermediaries – version Read more

May 24th, 2018

Pension schemes Manage and Register Pension Schemes service newsletter – April 2018

HMRC have published a newsletter covering their new Manage and Register Pension Schemes Service. You can find a link to it here: https://www.gov.uk/government/publications/pension-schemes-manage-and-register-pension-schemes-service-newsletter-april-2018/pension-schemes-manage-and-register-pension-schemes-service-newsletter-april-2018

May 4th, 2018

HMRC Pension Schemes Newsletter 98

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Manage and Register Pension Schemes service Pension flexibility statistics Registration statistics Annual allowance calculator Lifetime allowance additional member functionality Relief at source for Scottish Income Tax Read more

May 4th, 2018

Now serving over 5,000 scheme members

Earlier this month we reached an important milestone when the total number of pension scheme members exceeded 5,000 for the first time, across our SIPP and SSAS schemes. Thank you to our customers and their advisers for helping us to Read more

April 27th, 2018