InvestAcc Pension Administration

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News

Please note the below articles typically contain product information related to Minerva SIPP, SIPP Lite and InvestAcc SSAS.

Change of banking partner for SIPP customer funds

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

May 6th, 2026

Keeping Beneficiary Nominations Up to Date

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

April 29th, 2026

Picking the Right Solicitor for Your Property Transaction

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

April 15th, 2026

Team Mailboxes

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

March 30th, 2026

How Regular Should SIPP Property Valuations Be?

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

March 10th, 2026

End of Tax Year Arrangements

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

February 6th, 2026

Change in interest rates from 1st February 2026 for Minerva SIPP and SIPP Lite customers

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

February 1st, 2026

InvestAcc renews partnership with local Community Hub

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

January 16th, 2026

Updated range of Fixed Term Deposit accounts from 9th January 2026

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

January 9th, 2026

InvestAcc awarded 5-Star Moneyfacts rating

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

January 5th, 2026

InvestAcc’s Christmas Charity Day in aid of Cash For Kids

InvestAcc recently took part in Christmas Jumper Day to support the fantastic work of Cash for Kids, who help children and young people in our local community. The team in Carlisle got involved by wearing festive attire and donating dozens Read more

December 15th, 2025

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 Wednesday 24th December 9:00 am to 1:00 pm Thursday 25th December closed Friday 26th December closed Monday 29th Read more

December 4th, 2025