InvestAcc Pension Administration

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InvestAcc is a finalist in 5 categories of the ILP Moneyfacts Awards 2022!

Moneyfacts Magazine have announced details of finalists at the Investment, Life & Pensions Moneyfacts Awards 2022. We are delighted to be finalists once again in the following five categories: – Best SIPP Provider – Best SSAS Provider – Best Income Read more

May 27th, 2022

Interest rate increase from 1st June 2022

Metro Bank provides designated bank accounts for all Minerva SIPP and SIPP Lite customers. From 1st June 2022, the interest rate will increase from 0.20% to 0.40% (Annual Equivalent Rate). Interest is credited monthly.

May 24th, 2022

Business Development Manager – Central Region

We have an exciting opportunity to join our team as a Business Development Manager, covering financial advisers in our Central Region (which includes Leeds, Manchester, Nottingham, Birmingham and Wales). You will have recent experience of performing a BDM role for Read more

May 12th, 2022

HMRC Pension Schemes Newsletter 138

HMRC has released its latest newsletter aimed at pension scheme professionals; topics covered are: Relief at source Annual allowance calculator Scheme Pays reporting Non-taxable payments following a member’s death and Real Time Information (RTI) reporting — charity lump sum death Read more

April 29th, 2022

InvestAcc milestones

InvestAcc milestones In June we will reach our 30th anniversary, and so we are taking the time to reflect and celebrate reaching several important milestones this year: – Our SSAS trustee and administration service was established in 1997. – The Read more

April 29th, 2022

Interest rate increase from 1st May 2022

Metro Bank provides designated bank accounts for all Minerva SIPP and SIPP Lite customers. From 1st May 2022, the interest rate will increase from 0.1% to 0.2% (Annual Equivalent Rate). Interest is credited monthly.

April 26th, 2022

Why would I use a SIPP Lite plan?

Why would I use a SIPP Lite plan? Our SIPP product range features a full Minerva SIPP with the widest investment choice, including commercial property, and our single investment SIPP Lite. Competitive fees SIPP Lite fees are very competitive with Read more

April 22nd, 2022

Interest rate changes from 1st April 2022

Metro Bank provides designated bank accounts for all Minerva SIPP and SIPP Lite customers. From 1st April 2022, the interest rate will change from 0% to 0.1% (Annual Equivalent Rate). Interest is credited monthly; if a customer wishes their SIPP Read more

March 30th, 2022

Spring Statement

Last week, the Chancellor delivered his Spring Statement, which in many ways feels like a mini Budget. With so much going on in the world, rising inflation, a looming energy crisis and the impact of war in Ukraine, a lack Read more

March 29th, 2022

End of tax year deadline – 5th April 2022

Contributions to SIPP schemes The last date to submit new SIPP applications and contributions to us for the 2021/22 tax year is Tuesday 5th April 2022. Note that as our SIPPs have individual bank accounts, contributions must be paid directly Read more

March 1st, 2022

HMRC Pension Schemes Newsletter 137

HMRC has released its latest newsletter aimed at pension scheme professionals; topics covered are: Public service scheme members with fixed or enhanced protection Loss of Lifetime Allowance protection Relief at source Digitisation of relief at source Scheme Pays reporting Managing Read more

February 28th, 2022

Small Pension Lump Sums – improving our SIPP products

We are delighted to announce the introduction of a new facility under our SIPP schemes, which is available to existing and new customers. What has changed? We have introduced a facility to make payments under the Small Pension Lump Sum Read more

February 25th, 2022