InvestAcc Pension Administration

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Defaqto Gold Pension Service Award 2025

We are delighted to have achieved the highest Gold rating in the Defaqto Pension Service Awards 2025, for the second year in a row! Thank you to our amazing team and all the advisers who voted for us. We really Read more

February 13th, 2025

Deadline to apply for fixed protection 2016 and individual protection 2016

The application deadline for both Fixed Protection 2016 and Individual Protection 2016 is 5 April 2025. After this date, you will not be able to apply for either of these protections. You can read more about the deadline and how Read more

February 13th, 2025

End of tax year arrangements

Contributions to SIPP Schemes The last date to submit new SIPP applications and contributions to us for the 2024/25 tax year is Friday 4th April 2025. Note that as each SIPP has unique bank account details, contributions must be paid Read more

February 10th, 2025

New notification requirement for customers with a TTFAC

HMRC has confirmed that customers who have been issued with a Transitional Tax-Free Amount Certificate (TTFAC) have up to 90 days in which to send a copy to all other pension schemes* of which they are a member (or before, Read more

December 23rd, 2024

InvestAcc AKG financial strength rating

AKG Financial Analytics Limited has published an updated financial strength report on InvestAcc, recognising the continued growth in our business and our prudent approach, maintaining our B- financial strength rating. A copy of the full report is available from us, Read more

November 27th, 2024

Christmas and New Year Opening Hours

We will remain open over the festive period but there will be a change to our usual office hours: Date Opening Hours Tuesday 24th December 9:00 am to 1:00 pm Wednesday 25th December closed Thursday 26th December closed Friday 27th Read more

November 26th, 2024

InvestAcc wins at the Financial Adviser Service Awards 2024!

We are delighted to announce that InvestAcc won 5 stars at the Financial Adviser Service Awards 2024. This was the seventh year of receiving a 5 star service award in the last eight years. The winners were announced at a Read more

November 22nd, 2024

Updated range of Fixed Term Deposit accounts from 8th November 2024

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

November 7th, 2024

Autumn Budget 2024

Putting an end to lots of rumours around potential changes to pensions in the Budget, the Chancellor, Rachel Reeves, announced yesterday: Unused pension funds to be brought into the Inheritance Tax (IHT) regime from April 2027. Currently, pensions are typically Read more

October 31st, 2024

Taking Tax-Free Cash before the Budget

We have seen a large increase in requests to access pension pots before the Budget, which falls on 30th October 2024. This seems to be as a result of speculation about what might be announced in the Budget, particularly around Read more

October 18th, 2024

Completion of acquisition of InvestAcc Holdings Limited by InvestAcc Group Limited

We are delighted to confirm that on 9th October 2024, the shares of InvestAcc Holdings Limited have been acquired by InvestAcc Group Limited. This is an exciting point in our history as the investment will bring the benefits of increased Read more

October 9th, 2024

Buying commercial property or land before the Budget

We have seen a spike in requests to purchase commercial property or land before the Budget date, which has been set for 30th October 2024. In many cases these transactions are being done at haste to avoid potential changes to Read more

September 30th, 2024