InvestAcc Pension Administration

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Our Offices

2017 SIPP Customer Survey – closing soon

Throughout 2017 we invited SIPP customers to complete our customer survey for the chance to with an iPad. The entry form has been included with annual reviews and new member packs. For anyone who still wishes to enter the prize Read more

January 5th, 2018

Good news for transfers of Property between pension schemes in Scotland

We are delighted to hear that Revenue Scotland have changed their treatment of in-specie transfers of property between pension schemes, so that Land & Building Transaction Tax (LBTT, which replaced Stamp Duty Land Tax in Scotland in 2015) will not Read more

January 2nd, 2018

HMRC Pension Schemes Newsletter 94

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Relief at source for Scottish Income Tax Annual allowance Reporting multiple small pots payments through Real Time Information (RTI) Simplifying pension language New pensions online service Read more

December 28th, 2017

Relief at source for Scottish Income Tax newsletter

New Scottish Income Tax rates and thresholds were announced in the Scottish Budget on 14 December 2017. Her Majesty’s Government and HM Revenue and Customs (HMRC) confirmed they will be working closely with the Scottish Government and with pension providers Read more

December 18th, 2017

Outside the Invest Acc Office

Christmas and New Year Opening Hours

Our offices will be open as follows over the holiday period: Date Opening Hours Friday 22nd December 8:30 am to 1:00 pm Monday 25th December closed Tuesday 26th December closed Wednesday 27th December 8:30 am to 5:00 pm Thursday 28th Read more

December 14th, 2017

DWP Master Trust consultation – SSAS exemption

The Department for Work and Pensions (DWP) has published a public consultation on the regulations to support the Pension Schemes Act 2017, the ‘Occupational Pension Schemes (Master Trusts) Regulations 2018’. The consultation includes an exemption for single member schemes and Read more

December 8th, 2017

AKG publishes updated InvestAcc Financial Strength Rating

InvestAcc is pleased to announce, after a thorough review by AKG Financial Analytics Limited, we have been awarded a B- rating for financial strength for the second year running. They have also awarded us 4 stars for Service, Image & Strategy Read more

December 6th, 2017

HMRC Pension Schemes Newsletter 93

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Autumn Budget 2017 Reporting of non-taxable death benefits Relief at source for Scottish Income Tax New Pensions Online Service Pension payments to trustees in bankruptcy or Read more

November 30th, 2017

Winners at the Financial Adviser Service Awards 2017!

Last night at a glittering ceremony at the National History Museum in London, we were delighted to be awarded 5 stars for service and to come top in the Life & Pensions category. The awards are the most widely recognised Read more

November 24th, 2017

Autumn Budget Speech

Today, the Chancellor of the Exchequer, Philip Hammond delivered his Autumn Budget Speech. From a pensions perspective there were no surprises which was largely good news, particularly given some of the rumours around changes to tax relief. Lifetime Allowance This Read more

November 22nd, 2017

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New Property Team Mailboxes

To further improve the service we give to advisers and customers, we have today made changes to our mailboxes for our Property Teams. The new addresses are: Team Type of Work Email address Property (Acquisitions) Team Dealing with the purchase Read more

November 9th, 2017

Our Offices

Updated Minerva SIPP Terms & Conditions (including SIPP Lite)

We have today published updated Terms & Conditions for Minerva SIPP, including SIPP Lite members. The main purpose of these changes has been to make the language clearer and to be more helpful in explaining how we work, whilst also Read more

November 6th, 2017