InvestAcc Pension Administration

Log In to Online Services | Sign Up to our Newsletter

News

Inside our offices

Vacancy – Property Administrator (Carlisle)

Due to continued growth we have an opportunity for an efficient, well-organised individual with excellent inter-personal skills to join our Property Team. The successful candidate will deal with all aspects of property management such as, but not exclusively, rent reviews, Read more

January 11th, 2017

SIPP Member Survey 2017 – win an iPad

We last conducted a survey of our SIPP members in 2013/14, this allowed us to gain an insight into the way our customers view us and was instrumental in helping us develop our products and services, as well as recognising Read more

January 10th, 2017

AKG award InvestAcc a B- rating

InvestAcc is pleased to announce, after a thorough review by AKG Financial Analytics Limited, we have been awarded a B- rating for financial strength. The rating reflects our prudent approach to managing and preserving capital within the business, significantly in excess Read more

November 23rd, 2016

Autumn Statement 2016

In his first Autumn Statement as 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 EU. Whilst Read more

November 23rd, 2016

HMRC Pension Schemes Newsletter 82

HMRC have issued the latest in their series of Newsletters aimed at pension scheme professionals, the topics are: Bridging pensions Registration statistics Sale of lifetime annuities Pension flexibility statistics Relief at source Overseas pension schemes – GOV.UK content Lifetime allowance Read more

November 14th, 2016

HMRC Pension Schemes Newsletter 81

HMRC have issued the latest in their series of Newsletters aimed at pension scheme professionals, the topics are: Tax treatment of serious ill health lump sums Event Report Relief at source annual returns of individual information for 2015 to 2016 Read more

October 7th, 2016

Best SIPP Provider 2016

InvestAcc were delighted to be crowned Best SIPP Provider at the prestigious ILP Moneyfacts Awards 2016, at a ceremony in London last night. Managing Director, Nick Gardner, accepted the trophy from TV host Claudia Winkleman on behalf of the team. Read more

September 23rd, 2016

InvestAcc shortlisted for Cumbrian Business Awards

We are delighted to have been shortlisted as one of three finalists in this year’s CN Group Business Awards in the category of Service Business of the Year. The winners will be announced  on Thursday 20th October.

September 13th, 2016

Reduction in Cater Allen interest rates

Cater Allen are our preferred provider of SSAS bank accounts, they are reducing their interest rates with effect from 15th November 2016. Here is a link to the information showing the old/new rates: https://www.caterallen.co.uk/interest-rates/17 

September 8th, 2016

Reduction in Newcastle Building Society Interest Rates

Following the recent reduction in the Bank of England Base Rate, we have been notified by the Newcastle Building Society that they are reducing rates on the Easy Access accounts for Minerva SIPP and SIPP Lite members. The rates will Read more

August 31st, 2016

HMRC Pension Schemes Newsletter 80

HMRC have issued the latest in their series of Newsletters aimed at pension scheme professionals, the topics are: Pension flexibility statistics Lifetime allowance – including information on the availability of online applications for Individual Protection 2016 and Fixed Protection 2016. Relief Read more

August 1st, 2016

Updated Nomination of Beneficiaries – now available

We have updated our nomination of beneficiary forms for both SIPP and SSAS. The new form now allows pension scheme members to nominate individuals (and alternatives), or the trustees of a specially created trust. You can download the revised form Read more

July 26th, 2016