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 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
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
We are delighted to announce that the migration of banking arrangements for existing Minerva SIPP and SIPP Lite members has now been completed, with the final batch of customers transferring from Newcastle Building Society to Metro Bank plc (Metro). Affected Read more
December 12th, 2018
Our offices will be open as follows over the holiday period: Date Opening Hours Monday 24th December 8:30 am to 1:00 pm Tuesday 25th December closed Wednesday 26th December closed Thursday 27th December 8:30 am to 5:00 pm Friday 28th Read more
December 10th, 2018
HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Double Taxation – bulk requests for certificates of residence Relief at Source Newsletter Overseas transfer charge – draft regulations Manage and Register Pension Schemes service – Read more
November 23rd, 2018
Last night at a glittering ceremony at the National History Museum in London, we were delighted to be awarded 5 stars for service and to come top of the Life & Pensions category for the second year running. The awards Read more
November 23rd, 2018
HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Autumn Budget 2018 Pension flexibility statistics Registration statistics Manage and Register Pension Schemes service Reporting of non-taxable death benefits Relief at source Non-statutory clearances Applications to Read more
October 31st, 2018
We are pleased to advise that we have started the process of migrating accounts from Newcastle Building Society to Metro Bank plc (Metro). Customers will receive a letter from use once their Newcastle balance has been transferred and credited to Read more
October 1st, 2018
We are delighted that AKG Financial Analytics Limited published a financial strength report on 21 September 2018, recognising the growth in our business and confirming our B- financial strength rating. A copy of the report is available from us, please Read more
September 25th, 2018
HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Updating your scheme administrator details Operating PAYE on pension payments Master Trusts Reporting of non-taxable death benefits Relief at source Annual allowance – pension savings statements Read more
September 25th, 2018
InvestAcc won Best SIPP Provider for the third year running at the ILP Moneyfacts Awards 2018. The trophy was presented to MD, Nick Gardner, by host Josh Widdicombe at a glittering ceremony last night at the London Park Lane Hilton. Read more
September 20th, 2018