Moving to InvestAcc
AJ Bell has agreed to sell the Platinum SIPP and SSAS businesses to InvestAcc Pension Administration Limited (“InvestAcc”) — a specialist provider with a track record of delivering bespoke pension solutions.
What does this mean for existing customers?
- You don’t need to do anything – the move is expected to complete on Monday 3 November 2025.
- Your pension remains the same – you’ll still be a member of the same pension scheme.
- Seamless transition to InvestAcc – many of your existing AJ Bell Platinum contacts will move across to InvestAcc for continuity.
- Continued high-quality service – our administration service won’t change, and InvestAcc’s service closely mirrors our own so you shouldn’t notice any change either before or after the move.
What does this mean for new customers?
Both Platinum SIPP and SSAS remain open to new customers, and our Platinum Consultants will be happy to help you with any new business enquiry. Any new accounts or schemes will move to InvestAcc alongside existing customers on Monday 3 November 2025.
What happens next?
InvestAcc and AJ Bell are working closely to ensure a seamless transition of all accounts and administration services. We’ll keep you updated throughout the process, but in the meantime, you don’t need to do anything and our service will continue as usual.
More information about the move can be found in our FAQs document below, alternatively you can contact your usual representative.
Who is InvestAcc?
InvestAcc is a specialist award winning SIPP and SSAS provider, working with authorised financial advisers throughout the UK. They have over 13,000 customers and £5 billion assets under trusteeship, including over 3,500 commercial properties in the UK. InvestAcc is part of InvestAcc Group, a publicly listed company on the London Stock Exchange.