Information for the Advisers of former AJ Bell Platinum Customers

InvestAcc Pension Administration Limited has completed the acquisition of the AJ Bell Platinum SIPP and SSAS business.

This means InvestAcc now provides all administration, operation and trustee services for these products. Your clients remain members of the same pension schemes, and their existing investments and benefits are unchanged. The transfer relates only to who provides administration — it is not a pension transfer.

No — there is no action required from you or your clients.

All existing arrangements continue as normal, and investments, income payments and contributions carry on without interruption.

We recommend that you review the latest product literature and save down the updated contact information for the administration of your client’s SIPP and / or SSAS. Contact details can be found under FAQ 7.

InvestAcc is a multi-award-winning UK pensions administrator specialising in Self-Invested Personal Pensions (SIPP) and Small Self-Administered Schemes (SSAS).

We administer over 17,000 customer accounts with more than £8.5 billion of assets under administration and have been providing bespoke pension services for over 30 years.

Advisers continue to act for clients exactly as before. We have worked closely with AJ Bell to retain as many of your usual points of contact as possible, though with updated InvestAcc contact information.

If you send an email to a previous AJ Bell address, it will automatically forward to the relevant InvestAcc team. You’ll then receive a response from an ‘@investacc.co.uk’ address — please save this for future use and remove any old ‘@ajbell.co.uk’ contacts from your records.

At InvestAcc, we require a countersigned Terms of Business to be in place for all Advisers acting on behalf of clients who have schemes under our operation and administration. Failure to put a valid Terms of Business in place may cause delays to instruction processing, adviser fee payments, and overall service delivery.

If you do not have this in place, please download Terms of Business via the button below, sign and return to [email protected]

Should you have any questions, please contact us via email on [email protected], or telephone on 01228 538 988.

The day-to-day administration and operation of Platinum SIPP and SSAS schemes is now handled by InvestAcc.

New contact details are in place for administration and operational queries. These are available under question 7.

Otherwise, your client’s pension arrangements, scheme rules and trustees remain the same.

• Trustees: remain the same
• Plan numbers: unchanged
• Investments and contributions: continue as before
• Fees and banking arrangements: unchanged (subject to normal annual updates or interest rate changes)
• Your role as adviser: continues exactly as before

As part of our joint efforts with AJ Bell to ensure continuity of service, we have sought to minimise changes to how you deal with your clients’ pension by retaining your dedicated Platinum team.

For general enquiries or if you would like to make an instruction, please get in touch via the information below:

Platinum SIPP:

• Email: [email protected]
• Phone: 0345 25 05 609
• Written address: InvestAcc Platinum, 5th Floor, 4 Exchange Quay, Salford Quays, Manchester, M5 3EE

Platinum SSAS:

• Email: [email protected]
• Phone: 0345 25 05 610
• Written address: InvestAcc Platinum, 5th Floor, 4 Exchange Quay, Salford Quays, Manchester, M5 3EE

Property:

SIPP:

• Email: [email protected]
• Phone: 0345 54 32 450

SSAS:

• Email: [email protected]
• Phone: 0345 25 05 610

If you send an email to a previous AJ Bell email address, it will be automatically forwarded to the respective new InvestAcc email address. You should then expect a response from an ‘@investacc.co.uk’ email address, at which point, please then save this for future use and remove the prior ‘@ajbell.co.uk’ email address from your records. Please note there are new contact details for commercial property, these can be found on the ‘Contact us’ page via the button below.

No — there are no immediate changes to service or fees.

Existing Platinum SIPP and SSAS fee schedules remain in place. Any future changes will be communicated in advance in line with our normal review process.

The Platinum SIPP or Platinum SSAS pages via the links below contain product information, FAQs and all relevant literature.

If you still have questions, please don’t hesitate to get in touch.

If you have a question about your pension or the move to InvestAcc, please contact us using the details under question 7, or visit the ‘contact us’ page via the link below.