InvestAcc Pension Administration

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Our Offices

Updated SSAS Services, Fees and Terms & Conditions

We have reviewed our Services & Fees for SSAS customers and we are also introducing new SSAS Terms & Conditions. We are minimising the effect of the changes to our fees so that the majority of our customers will experience Read more

January 8th, 2019

Metro Bank migration completed early

We are delighted to announce that the migration of banking arrangements for existing Minerva SIPP and SIPP Lite members has now been completed, with the final batch of customers transferring from Newcastle Building Society to Metro Bank plc (Metro). Affected Read more

December 12th, 2018

Christmas and New Year Opening Hours

Our offices will be open as follows over the holiday period: Date Opening Hours Monday 24th December 8:30 am to 1:00 pm Tuesday 25th December closed Wednesday 26th December closed Thursday 27th December 8:30 am to 5:00 pm Friday 28th Read more

December 10th, 2018

Winners at the Financial Adviser Service Awards 2018!

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 of the Life & Pensions category for the second year running. The awards Read more

November 23rd, 2018

Migration of Newcastle Building Society deposits

We are pleased to advise that we have started the process of migrating accounts from Newcastle Building Society to Metro Bank plc (Metro). Customers will receive a letter from use once their Newcastle balance has been transferred and credited to Read more

October 1st, 2018

AKG publishes updated Financial Strength report for InvestAcc

We are delighted that AKG Financial Analytics Limited published a financial strength report on 21 September 2018, recognising the growth in our business and confirming our B- financial strength rating. A copy of the report is available from us, please Read more

September 25th, 2018

InvestAcc win Best SIPP Provider at the ILP Moneyfacts Awards 2018!

InvestAcc won Best SIPP Provider for the third year running at the ILP Moneyfacts Awards 2018. The trophy was presented to MD, Nick Gardner, by host Josh Widdicombe at a glittering ceremony last night at the London Park Lane Hilton. Read more

September 20th, 2018

HMRC Relief at Source Pension Schemes Newsletter

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Annual return of information Notification of residency status report for 2019 to 2020 Members without a valid National Insurance (NI) number Amendments to the APSS105 and Read more

September 13th, 2018

Metro Bank plc – Interest Rate increase

Following the recent increase in Bank of England Base rates, Metro Bank plc are increasing the amount of interest paid on balances to 0.55% (Annual Equivalent Rate) with effect from 1st September 2018.

September 1st, 2018

HMRC Pension Schemes Newsletter 102

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Manage and Register Pension Schemes service Relief at source Master Trusts Reporting of non-taxable death benefits Applications to register a pension scheme We have placed a Read more

August 30th, 2018

HMRC Pension Schemes Newsletter 101

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Master Trusts Registering a pension scheme – time limits Taxation of flexi access payments Annual allowance Relief at source Pension flexibility Qualifying recognised overseas pension schemes Read more

July 31st, 2018

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