Information for former Customers of AJ Bell Platinum

No — there is no action required from you.

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 SIPP or SSAS scheme. 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 25 years.

Yes. Your pension investments remain held in the name of the same professional trustee companies as before. They continue to hold all assets jointly with you (or your scheme trustees) for the benefit of your pension.

The move to InvestAcc does not affect the security or ownership of your investments or cash holdings.

Your day-to-day administration is now handled by InvestAcc. We have worked hard with AJ Bell to retain as many of your usual points of contact as possible, but with new contact information.

If you, or your adviser if you have one, 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.

• Your trustees remain the same.
• Your SIPP or SSAS plan number remains the same.
• Your investments and contributions continue as before.
• Your fee structure and banking arrangements are unchanged (subject to normal annual updates or interest rate changes).
• You can still work with your existing financial adviser 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

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.

Advisers continue to act for clients exactly as before.

If you require financial advice, you can find a regulated adviser through:

• MoneyHelper
• Unbiased
• VouchedFor

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