Eleven members of the team from our Carlisle office swapped their desks for the rounders pitch recently, taking part in a charity tournament alongside 12 teams from other local businesses. The evening raised a brilliant £2,400 for two local charities, Read more

We’re pleased to welcome Gemma Fenton and Ross McNicol as our two newest business development managers. Both join us to support financial advisers and professional introducers across the UK. Gemma Fenton joins for the South West and Wales Gemma Fenton Read more

We are changing our main banking partner for SIPP customer funds from Metro Bank to Lloyds Bank. The changes will be introduced in phases; new SIPP customers will receive a Lloyds bank account and existing SIPP customers will migrate from their Read more

When did your clients last review their beneficiary nominations? For many pension members, the answer is either years ago or never. At InvestAcc, our SIPP and SSAS products both include a formal nomination of beneficiaries process which is usually done Read more

When it comes to property transactions within pension schemes, choosing the right solicitor can make a significant difference to how smoothly and quickly a transaction completes. At InvestAcc, we specialise in property investments and have successfully acquired over 6,000 commercial Read more

We are continuously working on ways to improve how you can get in touch with us. As part of this, we’d like to share with you details of our dedicated team mailboxes. You can of course speak to us by Read more

Understanding how often property should be valued within a Self-Invested Personal Pension (SIPP) is essential for supporting clients with commercial property holdings. While there is no single valuation frequency prescribed across all scenarios, in practice a 12-month benchmark applies to Read more

Please note that the dates below apply for customers with a Minerva SIPP and SIPP Lite only. For information on InvestAcc Platinum arragements, please click here.  Contributions to SIPP Schemes The last date to submit new SIPP applications and contributions to Read more

Metro Bank provides designated bank accounts for all Minerva SIPP and SIPP Lite customers. From 1st February 2026, the interest rate reduced from 2.85% to 2.10% (Annual Equivalent Rate). Interest is credited monthly. You can read more at: www.investaccpensions.co.uk/sipp-banking-arrangements

We are pleased to announce the renewal of our partnership with Tullie, the local museum, art gallery and community hub. Open since 1893 and often described as Carlisle’s first learning centre, Tullie plays an integral role in the local community. Read more

SIPP and SSAS customers benefit from our banking arrangements, with competitive interest rates and terms. The following range of Fixed Term Deposits from Metro Bank plc is available to all our pension scheme customers. Note that the following rates are Read more

We are pleased to confirm that InvestAcc’s SIPP and SSAS products have once again received a 5-Star rating from Moneyfacts for 2026. This rating reflects an independent assessment of the quality of our products; the Moneyfacts rating process considers a Read more