InvestAcc Pension Administration

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Online SIPP applications for advisers

at the office

We can now offer an online application facility for our Minerva SIPP and SIPP Lite products.

The process works as follows:

  • Advisers can request access to our Online Application facility (see below).
  • A user ID and password will be sent to you, the password will be changed to one of your choice when you first log in to the system.
  • One application covers both Minerva SIPP and SIPP Lite options.
  • You can create and save applications for multiple clients.
  • You can start an application one day, and then retrieve and alter it several times before it is submitted.
  • The facility will generate a PDF document which you then print for the client to sign. The printed application is then posted to us for processing.
  •  We have redesigned the application so that it includes the Supplemental Deed, ID verification and forms for up to 3 transfers in one single document

To compliment this service, we have an online illustration facility coming soon.

To request access to this facility, please contact the SIPP admin team (sippadmin@investacc.co.uk), providing the following information:

  • Your name
  • Your firm’s name
  • Your firm’s FCA authorisation number
  • Your email address
  • Your contact phone number

You can access the SIPP online facility by visiting www.investaccpensions.co.uk and visit the Adviser Zone.

March 1st, 2016