Last month we published an article on Transitional Tax-Free Amount Certificates (TTFAC). You can read that article here: https://www.investaccpensions.co.uk/transitional-tax-free-amount-certificates/ We now have an application form, for customers who wish to apply for a TTFAC. SIPP customers should send an email Read more

We have updated our Target Market Statements and Assessments of Value – they can be found in the respective product pages: – SIPP Lite – Minerva SIPP – InvestAcc SSAS Note that these items are aimed at financial advisers and Read more

Cash tends not to be the best investment over the long term, but for some people, holding some cash can be worthwhile either at a specific time, to cover known expenditure or potential emergencies, or as part of a diversified Read more

In January we invited SIPP customers to complete a survey. Thank you to all who completed the survey, your feedback is very much appreciated and will be used to shape our future developments. We also held a prize draw, the Read more

To support the withdrawal of the Lifetime Allowance, two new allowances apply from 6th April 2024: – Lump Sum Allowance which is set at £268,275. – Lump Sum and Death Benefit Allowance which is set at £1,073,100. Some individuals will Read more

SIPP and SSAS customers benefit from our banking arrangements, with competitive interest rates and terms. The following range of Fixed Term Deposits from Metro Bank plc is available to all our pension scheme customers. Note that the following rates are Read more

In October 2023, we published an article about the Department of Work and Pensions consultation on the general levy, which would have had a severe impact on the SSAS market. The results of the consultation have been issued today; the Read more

Contributions to SIPP Schemes The last date to submit new SIPP applications and contributions to us for the 2023/24 tax year is Friday 5th April 2024. Note that as each SIPP has unique bank account details, contributions must be paid Read more

The experts at Defaqto have published their Pension Service Review 2024, which is a key industry report examining how pension companies are performing. The report looks at the following 7 areas:  – Provider strength and brand  – Provider staff  – Product Read more

InvestAcc is delighted to have received 5 star ratings for the following products in the Moneyfacts SIPP and SSAS star ratings 2024: Minerva SIPP SIPP Lite SSAS Thank you to the highly respected research team at Moneyfacts for assessing the Read more

We are making some small changes to our Minerva Terms and Conditions which will apply from 29th February 2024. Note that these changes also affect SIPP Lite members. Changes include an improvement to the way we disclose the share of Read more

SIPP and SSAS customers benefit from our banking arrangements, with competitive interest rates and terms. The following range of Fixed Term Deposits from Metro Bank plc is available to Minerva SIPP and SIPP Lite customers, and some SSAS customers. Note Read more