InvestAcc Pension Administration

Log In to Online Services | Sign Up to our Newsletter

News

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

InvestAcc is a finalist in 5 categories of the ILP Moneyfacts Awards 2021!

Moneyfacts Magazine have announced details of finalists at the Investment, Life & Pensions Moneyfacts Awards 2021. We are delighted to be finalists in the following five categories: Best SIPP Provider Best SSAS Provider Best Income Drawdown Provider Best Pension Service Read more

May 28th, 2021

Our Offices

Changes to our SIPP fees and Terms & Conditions from 1st July 2021

We are making changes to our Minerva SIPP and SIPP Lite fees and terms and conditions which will apply from 1st July 2021. As a SIPP business, we are subject to increasingly onerous regulations and rising costs, over which we Read more

May 26th, 2021

HMRC Pension Schemes Newsletter 129

HMRC has released its latest newsletter aimed at pension scheme professionals; topics covered are: Pension flexibility statistics Registration statistics Relief at source Pension scheme returns Winding up pension schemes Enrolling on the Managing Pension Schemes service Signing in to online Read more

April 30th, 2021

checking phone

Happy New Tax Year

Today marks the first day of the 2021/22 tax year. Rates and allowances have remained the same as in the previous tax year: Lifetime allowance £1,073,100. Standard annual allowance £40,000 (this may be lower due to tapering). Money purchase annual Read more

April 6th, 2021

Our Offices

Enhancements to our solicitors panel

We are delighted to announce enhancements to our solicitors panel, including the addition of three new firms. Our panel has been established to help customers and their advisers with the process of dealing with commercial property and land transactions. Whilst Read more

March 22nd, 2021