Testimonials
Testimonials
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We first started using InvestAcc for our SIPP clients in 2004 and have always found them a great company to deal with. Their products are very competitive, they have a flexible approach and above all their service is second to none. We also now have experience of their SSAS service, and again it's top notch. |
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I always know that I can rely on the excellent service of your team - keep it up! |
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Jeff Thurlbeck, ATC Financial Management Limited |
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I have found all members of the SIPP and SSAS team very helpful and eager to assist with all and any queries put to them. The service is second to none, and being local geographically to us and our clients is a major advantage. A very transparent, flexible and keenly costed approach to self investment administration |
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Kevin Collier, Financial Services Director, David Allen Wealth Management Limited |
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Service and support are both great. I'd be happy to recommend you to any other adviser. |
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Susan Cameron, HGH Financial Management Limited |
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I have been very impressed with the service received from InvestAcc in managing SSAS pensions. On one occasion I had a client that needed to refinance a particular SSAS loan and InvestAcc were able to consider the request and respond promptly, enabling the client to reorganise the loan repayments and move on without disruption. It is a real benefit to have a dedicated team of technicians that can relate to the needs of our clients and deliver an efficient, reliable and professional service. |
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Martin Lebovitch, Financial Planner, Tait Walker Wealth Management |
Pension News
Further reduction in Income Drawdown limits
Tue, 20 Sep 2011 10:13:25 GMT
The gilt yield (used to calculate the maximum income for Capped Drawdown) for September 2011 is at an all time low, meaning that maximum income for new Capped Drawdown cases in October will be squeezed even further. The effect of the new income limits introduced in April 2011, together with historically low gilt yields means that maximum income is around 30% lower now, compared to March 2011 (for a male aged 65).
Fixed Protection
Sun, 14 Aug 2011 11:27:58 GMT
Following confirmation in the Finance Act the Lifetime Allowance is due to reduce from £1.8m to £1.5m for any benefit crystallisations after 6th April 2012. It is however possible to apply for protection to maintain the lifetime allowance at £1.8m and HMRC have now made the application forms available at http://www.hmrc.gov.uk/pensionschemes/apss227.pdf
Beware new tax penalties
Sat, 9 April 2011 14:52:29 GMT
A subtle change in the self assessment tax penalty regime may have expensive consequences for Small Self Administered Pension Schemes.
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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.
