InvestAcc Pension Administration

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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

Pension schemes Manage and Register Pension Schemes service newsletter – April 2018

HMRC have published a newsletter covering their new Manage and Register Pension Schemes Service. You can find a link to it here: https://www.gov.uk/government/publications/pension-schemes-manage-and-register-pension-schemes-service-newsletter-april-2018/pension-schemes-manage-and-register-pension-schemes-service-newsletter-april-2018

May 4th, 2018

HMRC Pension Schemes Newsletter 98

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Manage and Register Pension Schemes service Pension flexibility statistics Registration statistics Annual allowance calculator Lifetime allowance additional member functionality Relief at source for Scottish Income Tax Read more

May 4th, 2018

Now serving over 5,000 scheme members

Earlier this month we reached an important milestone when the total number of pension scheme members exceeded 5,000 for the first time, across our SIPP and SSAS schemes. Thank you to our customers and their advisers for helping us to Read more

April 27th, 2018

New Role – Management / Senior Accountant at InvestAcc Pensions

Due to continued expansion of our SIPP and SSAS business we are creating a new role. InvestAcc Pension Administration Limited is part of the InvestAcc Group, trading since 1992 the company has built an enviable reputation as a niche Pension Read more

April 13th, 2018

HMRC Pension Schemes Newsletter 97

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Relief at source for Scottish Income Tax Relief at source – excess relief Form APSS262 – reporting overseas transfers New pensions online service newsletter Finance Act Read more

March 28th, 2018

ILP Moneyfacts voting 2018 is now open!

Voting for the 2018 awards has now opened, UK authorised financial advisers are eligible to vote using the link below: Click here to vote now In 2017 we were delighted to make it to the final of the ILP Moneyfacts Read more

March 14th, 2018

Spring Statement 2018

On 13th March 2018 the Chancellor, Philip Hammond, delivered his first ‘Spring Statement’. As was widely expected, the statement and announcements made that day did not contain any alternations to tax or spending. There were no announcements affecting pensions. In Read more

March 13th, 2018

HMRC Pension Schemes Newsletter 96

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Scottish Budget 2017 – Taxation of Pension Income Relief at source – annual return of individual information for 2017 to 2018 onwards Look up residency status Read more

March 6th, 2018

Tax Relief for Scottish Taxpayers – changes from 6th April 2018

1. What’s changing On 14 December 2017 the Scottish Government announced new Scottish Income Tax rates and allowances to apply for 2018 to 2019 tax year. For 2018 to 2019 the Scottish Government has announced the following rates for people Read more

February 26th, 2018

Pension schemes relief at source for Scottish Taxpayers – Newsletter Feb 2018

The above newsletter has been published today, it details how tax relief will operate for Scottish Income Tax payers in 2018/19. Our SIPP schemes operate under the ‘Relief at Source’ system, so for the 2018/19 tax year there will be Read more

February 21st, 2018

HMRC Pension Schemes Newsletter 95

HMRC have released their latest newsletter aimed at pension scheme professionals; topics covered are: Pension flexibility statistics Relief at source for Scottish Income Tax Updates to form APSS146E New pensions online service Information powers and Schedule 36 of the Finance Read more

February 5th, 2018