We are delighted to announce that we are finalists at this year’s Investment, Life & Pensions Moneyfacts Awards in the following categories: Best SIPP Provider Best SSAS Provider Service Beyond the Call of Duty Best Pensions Service The winners will Read more

Following increasing industry uncertainty in the treatment of tax relief of in-specie contributions, we have suspended acceptance of such payments until further clarification of HMRC’s position.

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Pension advice allowance Relief at source Scottish rate of Income Tax The pension scheme return and the SA970 tax return for trustees of registered pension schemes Read more

Due to continued expansion, we have created three new roles in our busy SIPP and SSAS business. Please see our careers page for more details. https://www.investaccpensions.co.uk/careers/

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: In specie contributions to registered pension schemes Registration statistics Relief at source Lump sum death benefits – information requirements Pension flexibility statistics Lifetime allowance Contacting Pension Read more

The Money Purchase Annual Allowance (MPAA) was introduced on 6 April 2015 and applies to those individuals who have accessed pension benefits under the new flexible retirement rules. Usually these will be individuals who have taken any Flexi-Access Drawdown or Read more

We’ll be accepting SIPP applications right up until 5th April for the 2016/17 tax year. Fully completed SIPP applications and payments received by the deadline will be accepted up until 6 pm (at our Carlisle office) or 5 pm (at Read more

HMRC have issued the latest in their series of Newsletters aimed at pension scheme professionals, the topics are: Spring Budget 2017 Qualifying recognised overseas pension schemes (QROPS) Pension flexibility – reporting of non-taxable death benefits through Real Time Information (RTI) Read more

Voting for the 2017 awards has now opened, UK authorised financial advisers are eligible to vote using the link below: Click here to vote now In 2016 we were delighted to make it to the final of the ILP Moneyfacts Read more

In his first (and last) Spring Budget the Chancellor of the Exchequer, Philip Hammond provided no big surprises in his speech today, with a relatively low-key set of announcements aimed at preparing the UK for an uncertain future outside of the Read more

The deadline for applications for Individual Protection 14 is fast approaching, it is now just over a month away (5th April 2017). By way of background, when the Lifetime Allowance was introduced in April 2006, it was originally £1.5M and Read more

With effect from 30th January 2017, the Financial Services Compensation Scheme (FSCS) protection limits for certain deposits will increase from £75,000 to £85,000. You can read more about the FSCS announcement here: https://www.fscs.org.uk/news/2017/january/limit-change-consumer-update/ Note that the FSCS covers a wide range Read more