Entries for our SIPP member customer survey are now closed and the winner of the prize draw was Mr GM of Otley, who wins a new iPad. Thank you to everyone who completed the survey and provided valuable feedback, we Read more

Throughout 2017 we invited SIPP customers to complete our customer survey for the chance to with an iPad. The entry form has been included with annual reviews and new member packs. For anyone who still wishes to enter the prize Read more

We are delighted to hear that Revenue Scotland have changed their treatment of in-specie transfers of property between pension schemes, so that Land & Building Transaction Tax (LBTT, which replaced Stamp Duty Land Tax in Scotland in 2015) will not Read more

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Relief at source for Scottish Income Tax Annual allowance Reporting multiple small pots payments through Real Time Information (RTI) Simplifying pension language New pensions online service Read more

New Scottish Income Tax rates and thresholds were announced in the Scottish Budget on 14 December 2017. Her Majesty’s Government and HM Revenue and Customs (HMRC) confirmed they will be working closely with the Scottish Government and with pension providers Read more

Our offices will be open as follows over the holiday period: Date Opening Hours Friday 22nd December 8:30 am to 1:00 pm Monday 25th December closed Tuesday 26th December closed Wednesday 27th December 8:30 am to 5:00 pm Thursday 28th Read more

The Department for Work and Pensions (DWP) has published a public consultation on the regulations to support the Pension Schemes Act 2017, the ‘Occupational Pension Schemes (Master Trusts) Regulations 2018’. The consultation includes an exemption for single member schemes and Read more

InvestAcc is pleased to announce, after a thorough review by AKG Financial Analytics Limited, we have been awarded a B- rating for financial strength for the second year running. They have also awarded us 4 stars for Service, Image & Strategy Read more

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Autumn Budget 2017 Reporting of non-taxable death benefits Relief at source for Scottish Income Tax New Pensions Online Service Pension payments to trustees in bankruptcy or Read more

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 in the Life & Pensions category. The awards are the most widely recognised Read more

Today, the Chancellor of the Exchequer, Philip Hammond delivered his Autumn Budget Speech. From a pensions perspective there were no surprises which was largely good news, particularly given some of the rumours around changes to tax relief. Lifetime Allowance This Read more

To further improve the service we give to advisers and customers, we have today made changes to our mailboxes for our Property Teams. The new addresses are: Team Type of Work Email address Property (Acquisitions) Team Dealing with the purchase Read more