InvestAcc Pension Administration

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New Tax Relief Calendar

To help advisers and their customers, we have published a tax relief calendar on the following page of our website: https://www.investaccpensions.co.uk/tax-relief-calendar/ The calendar informs you of the date on which tax releif should be received on personal contributions, at the Read more

September 7th, 2020

HMRC Pension Schemes Newsletter 123

HMRC has released its latest newsletter aimed at pension scheme professionals; topics covered are: Relief at source – annual returns of information for 2019 to 2020 Relief at source – APSS106 annual claims for 2019 to 2020 Migration of pension Read more

August 28th, 2020

Updated AKG Financial Strength report on InvestAcc

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

August 24th, 2020

HMRC Pension Schemes Newsletter 122

HMRC has released its latest newsletter aimed at pension scheme professionals; topics covered are: Relief at source Collective money purchase benefits Managing Pension Schemes service – accounting for tax return Guaranteed Minimum Pension (GMP) Equalisation Newsletter – July 2020 Pension Read more

July 31st, 2020

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

at the office

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