InvestAcc Pension Administration

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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

HMRC Pension Schemes Newsletter 128

HMRC has released its latest newsletter aimed at pension scheme professionals; topics covered are: Spring Budget 2021 Extension to the temporary changes to pension processes as a result of coronavirus Managing Pension Schemes – practitioners Relief at source Increasing the Read more

March 4th, 2021

End of Tax Year Deadline – 5th April 2021

Due to 5th April falling on Easter Monday this year, the last practical day to get new SIPP applications and contributions to us for the 2020/21 tax year will be Thursday 1st April 2021. Note that as our SIPPs now Read more

February 25th, 2021

HMRC Pension Schemes Newsletter 127

HMRC has released its latest newsletter aimed at pension scheme professionals; topics covered are: Managing pension schemes – practitioners Relief at source Gibraltar qualifying recognised overseas pension schemes (QROPS) Pension flexibility statistics You can also find a copy, along with Read more

February 4th, 2021

Moneyfacts SIPP and SSAS star ratings have been announced

InvestAcc has had a clean sweep of 5 star ratings for the following products in the Moneyfacts SIPP and SSAS star ratings 2021: Minerva SIPP SIPP Lite SSAS We are delighted once again to have our products receive this recognition Read more

January 13th, 2021

New Year update

There is no doubt that 2020 was a challenging year, by any measure, and we are delighted that our team was able to achieve so much including: Continued growth to reach 7,400 customers with assets exceeding £2.5 Billion. Winning key Read more

January 6th, 2021

Christmas and New Year Opening Hours

Our offices will be open as follows over the holiday period: Date Opening Hours Thursday 24th December 9:00 am to 1:00 pm Friday 25th December closed Monday 28th December closed Tuesday 29th December 9:00 am to 5:00 pm Wednesday 30th Read more

December 10th, 2020

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.

December 8th, 2020

HMRC Pension Schemes Newsletter 126

HMRC has released its latest newsletter aimed at pension scheme professionals; topics covered are: Managing Pension Schemes Relief at Source Pension scheme returns for 2019 to 2020 Signing in to online services In-specie contributions Annual allowance – members declaring their Read more

December 3rd, 2020

InvestAcc wins at the Financial Adviser Service Awards 2020!

We are delighted to announce that InvestAcc won 5 stars at the Financial Adviser Service Awards 2020, as well as coming top in its category for the third time in four years. The winners were announced at an online ceremony Read more

November 18th, 2020

Our Offices

InvestAcc appoints Business Development Manager for the South East

We are delighted to announce that InvestAcc has appointed Mark Randell as Business Development Manager to cover the South East of England, including London. Mark has over 30 years of experience in the financial services industry and has held a Read more

November 2nd, 2020