Details of the fees applying to the Minerva SIPP. We reserve the right to review these fees from time to time.
Minerva SIPP schedule of fees (236 kb)Our normal service standards for our SIPP products. Note that these are indicative and we cannot guarantee we will meet them.
Service standards (113 kb)Details of the Minerva SIPP and why it may be a wise choice.
Minerva SIPP wise choice (2 mb)This is an important document that provides the key features of the Minerva SIPP.
Key features (280 kb)A brief guide to who we are and what we do
Brochure – self invested pensions from InvestAcc (6 mb)Terms and conditions document for the Minerva SIPP.
Terms and conditions (272 kb)Details of when tax relief should be received, for personal contributions to your SIPP.
Tax relief calendar (67 kb)This document can be used to set up a new Minerva SIPP, it is in a new condensed format which includes the Supplemental Deed and forms for up to 3 transfers in.
SIPP application pack – for customers with a financial adviser (646 kb)To transfer additional pension plans into a Minerva SIPP. Note that certain transfers cannot be done without advice from a suitably authorised financial adviser. Some pension schemes may also require their own discharge forms to be completed.
Cash transfer in request (for customers without a financial adviser) (304 kb)Please complete this form is you wish to make an in-specie transfer of assets to a Minerva SIPP plan. If the transfer includes commercial property and land, please also remember to complete a Property & Land Questionnaire for In-Specie Transfers.
In-specie transfer in request (for customers without a financial adviser) (349 kb)To transfer additional pension plans into a Minerva SIPP. Note that certain transfers cannot be done without advice from a suitably authorised financial adviser. Some pension schemes may also require their own discharge forms to be completed.
Cash transfer in request (for customers with a financial adviser) (316 kb)Please complete this form is you wish to make an in-specie transfer of assets to a Minerva SIPP plan. If the transfer includes commercial property and land, please also remember to complete a Property & Land Questionnaire for In-Specie Transfers.
In-specie transfer in request (for customers with a financial adviser) (364 kb)This is a special version of our application pack, for Minerva SIPP and SIPP Lite customers who do not have a financial adviser. This form should not be used in any other circumstances.
SIPP application pack – for customers without a financial adviser (623 kb)We may allow your SIPP to develop commercial property and land, read this guide to find out more.
SIPP guide to development works (214 kb)Read about our solicitors panel, including details of specially negotiated terms for standard transaction types.
Guide to panel solicitors (2 mb)Guide to SIPP Property Purchase. It is a practical guide to the process and costs involved in acquiring property via a SIPP pension scheme.
Guide to SIPP property purchase (3 mb)A useful guide to transfers of commercial property and land into your SIPP, from another pension scheme.
Guide to SIPP in-specie property transfers (3 mb)This document outlines the Permitted Investments for our SIPP plans. Note that we reserve the right to review or alter the information in this document, without notice.
Permitted investments (212 kb)InvestAcc may receive up to 0.2% each year from Metro Bank plc, based on the value of your Fixed Term Deposits. Note that the rates shown have not been reduced by this payment.
Metro Bank plc Fixed Term Deposits (as at 7th March 2024) (935 kb)Details of the interest rate applicable to deposits with Metro Bank plc from 1st November 2023. Note that rates are variable.
Metro Bank plc interest rates (from 1st November 2023) (212 kb)To alter an existing nomination, or where none has previously been made.
Nomination of beneficiaries (243 kb)for appointing or changing a financial adviser. This form also incorporates an agreement to pay your adviser fees, where applicable.
Adviser agreement (250 kb)To make additional contributions to existing SIPP plans.
Supplementary contributions (349 kb)Information about SIPP death benefits.
Guide to SIPP death benefits (232 kb)Please complete this form if you wish to tell us about your new address.
Change of address form (76 kb)This form should only be used to establish new BENEFICIARY plans. It cannot be used in any other circumstances.
SIPP beneficiary application pack (not to be used for any other purposes) (452 kb)Details of the fees applying to SIPP Lite. We reserve the right to review these fees from time to time.
SIPP Lite schedule of fees (240 kb)Our normal service standards for our SIPP products. Note that these are indicative and we cannot guarantee we will meet them.
Service standards (113 kb)Key features of the SIPP Lite plan.
Key features (297 kb)A brief guide to who we are and what we do
Brochure – self invested pensions from InvestAcc (6 mb)Terms and conditions for the full Minerva SIPP scheme, which incorporates SIPP Lite.
Terms and conditions (272 kb)Details of when tax relief should be received, for personal contributions to your SIPP.
Tax relief calendar (67 kb)This document can be used to set up a new SIPP Lite, it is in a new condensed format which includes the Supplemental Deed and forms for up to 3 transfers in.
SIPP application pack – for customers with a financial adviser (646 kb)To transfer additional pension plans into a SIPP Lite. Note that certain transfers cannot be done without advice from a suitably authorised financial adviser. Some pension schemes may also require their own discharge forms to be completed.
Cash transfer in request (for customers with a financial adviser) (316 kb)Please complete this form is you wish to make an in-specie transfer of assets to a Minerva SIPP or SIPP Lite plan. If the transfer includes commercial property and land, please also remember to complete a Property & Land Questionnaire for In-Specie Transfers and note that a SIPP Lite plan would need to be upgraded to a Minerva SIPP in order to hold commercial property and land.
In-specie transfer in request (for customers with a financial adviser) (364 kb)To transfer additional pension plans into a SIPP Lite. Note that certain transfers cannot be done without advice from a suitably authorised financial adviser. Some pension schemes may also require their own discharge forms to be completed.
Cash transfer in request (for customers without a financial adviser) (304 kb)Please complete this form is you wish to make an in-specie transfer of assets to a Minerva SIPP or SIPP Lite plan. If the transfer includes commercial property and land, please also remember to complete a Property & Land Questionnaire for In-Specie Transfers and note that a SIPP Lite plan would need to be upgraded to a Minerva SIPP in order to hold commercial property and land.
In-specie transfer in request (for customers without a financial adviser) (349 kb)This is a special version of our application pack, for Minerva SIPP and SIPP Lite customers who do not have a financial adviser. This form should not be used in any other circumstances.
SIPP application pack – for customers without a financial adviser (623 kb)note that the SIPP Lite has additional investment restrictions – see Key Features
Permitted investments (212 kb)InvestAcc may receive up to 0.2% each year from Metro Bank plc, based on the value of your Fixed Term Deposits. Note that the rates shown have not been reduced by this payment.
Metro Bank plc Fixed Term Deposits (as at 7th March 2024) (935 kb)Details of the interest rate applicable to deposits with Metro Bank plc from 1st November 2023. Note that rates are variable.
Metro Bank plc interest rates (from 1st November 2023) (212 kb)to alter an existing nomination, or where none has previously been made
Nomination of beneficiaries (243 kb)for appointing or changing a Financial Adviser. This form also incorporates an agreement to pay your adviser fees, where applicable.
Adviser agreement (250 kb)for additional contributions to existing plans
Supplementary contributions (349 kb)Information about SIPP death benefits.
Guide to SIPP death benefits (232 kb)Please complete this form if you wish to tell us about your new address.
Change of address form (76 kb)This form should only be used to establish new BENEFICIARY plans. It cannot be used in any other circumstances.
SIPP beneficiary application pack (not to be used for any other purposes) (452 kb)A guide to our SSAS services and fees. We reserve the right to review our fees and services at any time.
SSAS services and fees (275 kb)The key features of our SSAS product.
SSAS key features (274 kb)A brief guide to who we are and what we do
Brochure – self invested pensions from InvestAcc (6 mb)An introduction to SSAS from InvestAcc.
Guide to SSAS (2 mb)Terms & conditions relating to our SSAS.
SSAS terms & conditions (256 kb)Our normal service standards for our SSAS arrangements. Note that these are indicative and we cannot guarantee we will meet them.
SSAS service standards (219 kb)Details of our service standard achievements over the last 12 months.
Monthly service report (98 kb)A useful guide to the documents we need and the process for SSAS takeovers.
SSAS takeover checklist (641 kb)Details of our privacy policy.
Our privacy policy (83 kb)Please complete this form to start the process of establishing a new SSAS.
SSAS new scheme establishment application (480 kb)Please complete this form if you wish to move an existing SSAS to InvestAcc.
SSAS takeover application (466 kb)The loan application also includes a guide to our rules for loanbacks.
SSAS loan application (243 kb)Please complete one of these for each property you wish your SSAS to purchase.
SSAS property & land questionnaire (for new purchases) (438 kb)Please complete one of these forms for each property you wish to transfer from other registered pension schemes, on an in-specie basis.
SSAS property & land questionnaire (in-specie transfers from other registered pension schemes) (436 kb)One of these forms must be completed for each property held in an existing SSAS which you wish to move the InvestAcc, as part of a scheme takeover.
SSAS property & land questionnaire (for scheme takeovers) (384 kb)A guide to our requirements when developing commercial property and land.
SSAS guide to development works (214 kb)Read about our solicitors panel, including details of specially negotiated terms for standard transaction types.
Guide to panel solicitors (2 mb)A useful guide to transfers of commercial property and land into your SSAS, from another pension scheme.
Guide to SSAS in-specie property transfers (3 mb)A practical guide to SSAS property purchase.
Guide to SSAS property purchase (3 mb)The interest rates applicable to SSAS customers with Metro Bank plc trustee bank accounts, from 1st November 2023. Note that rates are variable and may change at any time.
Metro Bank Interest Rates (from 1st November 2023) (209 kb)InvestAcc may receive up to 0.2% each year from Metro Bank plc, based on the value of your Fixed Term Deposits. Note that the rates shown have not been reduced by this payment.
Metro Bank plc Fixed Term Deposits (as at 7th March 2024) (935 kb)To transfer in benefits from other registered pension schemes. Note that you may also need to obtain discharge forms from the transferring pension scheme.
SSAS transfer in request (284 kb)To provide an indication as to nominated beneficiaries.
Nomination of beneficiaries (243 kb)This form should be completed when adding a new member trustee to an existing SSAS
SSAS new member application (235 kb)Information about SSAS death benefits.
Guide to SSAS death benefits (224 kb)