SIPP Literature
General
- Schedule of Fees(printer friendly version here)
- Monthly Service Report
- Service Standards
- Minerva SIPP Wise Choice
- Key Features(printer friendly version here)
- Terms and Conditions
Application Forms
- Application(printer friendly version here)
- Transfer In(printer friendly version here)
- Adviser Agreement
- Supplementary Contribution Application
- Supplemental Deed(printer friendly version here)
- Standing Order Mandate
- Expression of Wish
- Transfer Out
- Verification of Identity
Property Purchase
Investments
- Newcastle Building Society Interest Rates
- Permitted Investments
- Unquoted Shares Questionnaire
- Unquoted Shares Purchase Flow Chart
- Newcastle SIPP Cash Deposit Transfer Form
Benefits
Case Studies (for professional adviser use only)
- Adviser Case Study 1 (simple property purchase)
- Adviser Case Study 2 (property purchase multiple members)
- Adviser Case Study 3 (in specie property contribution)
- Adviser Case Study 4 (discretionary fund manager)
- Adviser Case Study 5 (using a fund platform)
- Adviser Case Study 6 (property purchase above borrowing limits)
Pension News
Changes from 6th April 2012
Fri, 6 Apr 2012 10:05:40 GMT
From today, 6th April 2012, the rules surrounding the treatment of Protected Rights pension funds are abolished and these funds effectively become "non protected rights". As there is no longer any need to separately identify protected rights, benefits can be paid in the same way as other normal pension funds. This also brings a welcome change for SSAS clients, who previously were unable to hold protected rights funds within their pension scheme.
***END OF TAX YEAR***
Thu, 5 Apr 2012 11:48:32 GMT
Our offices in Carlisle and Darlington will remain open until 5 pm today to accept last minute applications and contributions for the 2011/12 tax year. Anyone considering making payment directly to us... (click title above to read full article)
Budget - initial reaction
Wed, 21 Mar 2012 14:37:56 GMT
At first glance it looks as though the Chancellor has left pension tax reliefs unchanged in today's budget, which is a welcome outcome. Our offices in Carlisle and Darlington will be open until 5 pm on Thursday 5th April 2012 in order to accept last minute applications and pension contributions for the 2011/12 tax year.
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InvestAcc Pension Administration Limited is registered in England and Wales. Company number 7118349. Authorised and regulated by the Financial Services Authority.
Note InvestAcc Pension Administration Limited does not provide financial advice.
