InvestAcc Pension Administration

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InvestAcc wins Best SIPP Provider at the Money Marketing Awards 2020

We are delighted to win Best SIPP Provider at the Money Marketing Awards 2020. This is a tremendous result and we could not be more proud of the whole team at InvestAcc, and to see their efforts be recognised by Read more

July 8th, 2020

HMRC Pension Schemes Newsletter 121

HMRC has released its latest newsletter aimed at pension scheme professionals; topics covered are: Temporary changes to pension processes as a result of coronavirus (COVID-19) Managing pension schemes service Real time information – cessation of earlier year updates and use Read more

June 25th, 2020

InvestAcc is a finalist in 5 categories at the ILP Moneyfacts Awards 2020!

Moneyfacts Magazine have today announced details of finalists at the Investment, Life & Pensions Moneyfacts Awards 2020. We are delighted to be finalists in the following five categories: Best SIPP Provider Best SSAS Provider Best Income Drawdown Provider Best Pensions Read more

May 29th, 2020

HMRC Pension Schemes Newsletter 120

HMRC has released its latest newsletter aimed at pension scheme professionals; topics covered are: Temporary changes to pension processes as a result of coronavirus (COVID-19) Contacting HMRC’s Pension Schemes Services Relief at source You can also find a copy, along Read more

May 27th, 2020

In-Specie Contributions

On Tuesday 12th May 2020, the Upper Tier Tribunal (Tax and Chancery) published its long-awaited decision in the case of HMRC v SIPP Choice Ltd, which relates to claims for tax relief on ‘in-specie’ contributions. This has potential implications for Read more

May 15th, 2020

HMRC Pension Schemes Newsletter 119

HMRC has released its latest newsletter aimed at pension scheme professionals; topics covered are: Temporary changes to pension processes as a result of coronavirus (COVID-19) Pension flexibility statistics Registration statistics Annual allowance calculator Managing pension schemes service – timeline update Read more

April 30th, 2020

Metro Bank plc – change to interest rate from 12th May 2020 (UPDATED)

Following two recent reductions in Bank of England base rates, Metro Bank plc have advised that there will be a reduction in interest rates for Minerva SIPP and SIPP Lite deposits. The new rate will be 0.0% AER (Annual Equivalent Read more

April 6th, 2020

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Changes for new tax year 2020/21

Today marks the start of the new tax year, 2020/21; the following changes apply from today: Annual Allowance For relevant UK individuals under age 75, the standard Annual Allowance is £40,000 for those unaffected by the tapering rules or the Read more

April 6th, 2020

Contributions to new and existing plans – end of Tax Year arrangements

Despite the impact of new working arrangements due to Coronavirus / COVID-19, we remain open and able to accept new SIPP applications and contributions to existing ones, until 5 pm on Friday 3rd April. The following describes the arrangements and Read more

March 31st, 2020

Money Marketing Awards 2020 Finalists

We are delighted to have been shortlisted as finalists once again in the category of Best SIPP Provider at the Money Marketing Awards 2020. You can read more about the awards and other finalists here: https://moneymarketingawards.co.uk/2020_shortlist Thank you to all Read more

March 30th, 2020

HMRC Pension Schemes Newsletter 118

HMRC has released its latest newsletter aimed at pension scheme professionals; topics covered are: Spring Budget 2020 Temporary changes to pension processes as a result of coronavirus (COVID-19) Annual allowance calculator Relief at source Managing Pension Schemes service GOV.UK updates Read more

March 27th, 2020

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*** IMPORTANT: Contacting us during the Coronavirus / COVID-19 outbreak ***

The UK Government has announced stringent measures to help curb the spread of coronavirus (COVID-19) restricting travel, enforcing working from home and support for businesses financially.  In response, InvestAcc has asked all colleagues to work from home until further notice Read more

March 26th, 2020