InvestAcc Pension Administration

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Finalists at the ILP Moneyfacts Awards 2019!

Moneyfacts Magazine have today announced details of finalists at the Investment, Life & Pensions Moneyfacts Awards 2019. We are delighted to be finalists in the following four categories: Best SIPP Provider Best SSAS Provider Best Pensions Service Service Beyond the Read more

May 16th, 2019

We are hiring! Property Administrator (Carlisle based)

We are looking for a Property Administrator to join our award winning team, based at our Carlisle Head Office. Our Property portfolio currently consists of over 2,000 commercial properties, located throughout the UK. The role will involve assistance with the Read more

May 15th, 2019

Metro Bank update

Please see below information received from Metro Bank plc today: Metro Bank Quarter 1 Results 2019 Metro Bank equity raise – commercial messaging v1  

May 13th, 2019

Outside the Invest Acc Office

Finalists at the Retirement Planner Awards 2019!

We are delighted to be finalists in the category of Best SIPP Service at the Retirement Planner Awards 2019! The winners we be announced on Friday 14th June. You can read more about the awards and the other categories/finalists here: https://www.retirement-planner.co.uk/236912/revealed-the-retirement-planner-awards-2019-shortlists 

May 9th, 2019

HMRC Pension Schemes Newsletter 108

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Relief at source Guaranteed Minimum Pension (GMP) Master Trust update and an introduction to supervision Managing Pension Schemes service Reporting on Pension Schemes Online service Annual Read more

March 29th, 2019

End of Tax Year Deadline – 5th April 2019

We will be accepting new SIPP applications and contributions up until 5 pm on Friday 5th April 2019. Note a change in procedures compared to previous years; as our SIPPs now have individual bank accounts contributions must be paid directly Read more

March 28th, 2019

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Finalists at the Money Marketing Awards 2019!

The finalists have been revealed for the Money Marketing Awards 2019. We are delighted to be featured in two categories: Best SIPP Provider Company of the Year The winners will be announced on Wednesday 26 June at City Central at Read more

March 21st, 2019

HMRC speeding up SSAS registration decisions

Over the last couple of years there has been a lot of frustration over the length of time it has taken HMRC to confirm registered status for new SSAS pension schemes. Many people will previously have been deterred from setting up Read more

March 20th, 2019

HMRC Pension Schemes Newsletter 107

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Relief at source Master Trusts – The closing date for applications for authorisation is 31 March 2019 Reporting non-taxable death benefits Managing Pension Schemes – registering Read more

February 27th, 2019

ILP Moneyfacts 2019 voting is now open!

Voting for the 2019 awards has now opened, UK authorised financial advisers are eligible to vote using the link below: Click here to vote now In 2018 we were delighted to make it to the final of the ILP Moneyfacts Read more

February 4th, 2019

HMRC Pension Schemes Newsletter 106

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Pension flexibility statistics Lifetime allowance for 2019 to 2020 Reporting non-taxable death benefits Changes to HMRC email addresses Guaranteed Minimum Pension (GMP) Relief at source – Read more

January 30th, 2019

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