InvestAcc Pension Administration

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News

Metro Bank plc – Interest Rate increase

Following the recent increase in Bank of England Base rates, Metro Bank plc are increasing the amount of interest paid on balances to 0.55% (Annual Equivalent Rate) with effect from 1st September 2018.

September 1st, 2018

HMRC Pension Schemes Newsletter 102

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Manage and Register Pension Schemes service Relief at source Master Trusts Reporting of non-taxable death benefits Applications to register a pension scheme We have placed a Read more

August 30th, 2018

HMRC Pension Schemes Newsletter 101

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Master Trusts Registering a pension scheme – time limits Taxation of flexi access payments Annual allowance Relief at source Pension flexibility Qualifying recognised overseas pension schemes Read more

July 31st, 2018

InvestAcc joins the Origo Options Transfer Service

We are delighted to announce that InvestAcc will be joining the Origo Options Transfer Service from Monday 23rd July 2018 This will allow potentially much faster transfers between pension plans using this service. The average Options transfer is around 8 Read more

July 18th, 2018

New SIPP Bank Accounts with Metro Bank plc from 2nd July 2018

Following a thorough review of our SIPP banking arrangements, we will be establishing new bank accounts with Metro Bank plc (Metro) for new Minerva SIPP and SIPP Lite applications. We selected Metro as they offer a number of features which Read more

July 2nd, 2018

HMRC Pension Schemes Newsletter 100

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Manage and Register Pension Schemes service Registering as a scheme administrator and applying to register a pension scheme Transfers between registered pension schemes Annual allowance calculator Read more

June 29th, 2018

We are finalists at the ILP Moneyfacts Awards 2018!

InvestAcc are delighted to have been shortlisted once again in 4 categories at the prestigious Investment, Life & Pensions Moneyfacts Awards 2018: Best SIPP Provider Best SSAS Provider Best Pensions Service Service Beyond the Call of Duty The winners will Read more

June 25th, 2018

Richard Rohtla

It is with deep sadness that we learned of the sudden passing of our friend and colleague Richard Rohtla at the weekend. Richard joined us in 2015 and has been a very well respected member of our team, many of Read more

June 19th, 2018

Voting is open for the Financial Adviser Service Awards 2018!

Voting is currently underway in the annual Financial Adviser Service Awards; for the last 27 years this important survey has allowed advisers to rate each company they have used in the previous 12 months. If you are an an authorised Read more

June 12th, 2018

HMRC Manage and Register Pension Schemes Service Newsletter

HMRC have today announced the launch of their new ‘Manage and Register Pension Schemes Service’ which replaces the old ‘Pension Schemes Online’ service. We have added a link to the newsletter in our Technical Zone.

June 4th, 2018

HMRC Pension Schemes Newsletter 99

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Pension Schemes Online service APSS262 form Event report – reportable events 22 and 23 Genuine errors Relief at source for Scottish Income Tax Look up residency Read more

May 31st, 2018

Our Offices

Changes to our Literature, Terms and Privacy Policy

We have today published the following items on our website: Our Privacy Policy – version 1.0 (May 2018) Updated Minerva SIPP (and SIPP Lite) Terms and Conditions – version 4.6 (May 2018) Updated Terms of Business for Intermediaries – version Read more

May 24th, 2018