If you are a customer interested in our services and want to know how we can support you, visit the InvestAcc Pension Administration or Vesta Wealth website.
If you are a customer interested in our services and want to know how we can support you, visit the InvestAcc Pension Administration or Vesta Wealth website.
Our long-term goal is to build the UK’s leading specialist pension administration business in the public markets.
Our award-winning subsidiaries deliver SIPP and SSAS services to customers and their Advisers across the UK.
We are building a resilient, customer-focused company through a targeted “buy-and-build” M&A strategy and strategic partnerships.
InvestAcc has received broad industry recognition, including: Money Marketing Awards Best SIPP Provider for 2025; ILP Moneyfacts Best SIPP Provider for 2025, and; FT Adviser 5 Star Pensions and Protection Provider for 2025.
We benefit from simple, annual recurring and activity-based fees alongside high levels of customer retention and organic growth.
Acquired InvestAcc Holdings in October 2024, completed the acquisition of AJ Bell’s Platinum SIPP and SSAS business in November 2025, and pursuing a variety of further opportunities.
Five key long-term macroeconomic trends are creating a need for greater long-term saving flexibility, lending itself to a growing SIPP market:
Unlike much of the wealth and savings market, we have a stable and consistent revenue stream that is primarily driven by simple annual recurring and activity-based fees, alongside high levels of customer retention at c.96%, and strong levels of organic growth (see our latest trading update here ).
The average SIPP plan in the market lasts over 25 years, with embedded growth through contractual inflation-linked fees creating high Customer lifetime value. Industry average EBITDA margins exceed 30%, with strong cash flow conversion.
There is a unique M&A landscape for acquiring “Full” and “Simple” SIPP administrators:
InvestAcc Pension Administration Limited is a high performing, multi-award-winning UK personal pension administrator. In FY24, InvestAcc generated £10.5 million in revenue and £4.2 million in trading EBITDA (unaudited three-year pro forma trading summary), achieving a 16% compound annual growth rate in EBITDA between FY22 and FY24 (see here for further detail). Our highly engaged staff provide award-winning service, evidenced by broad industry recognition:
We are targeting consistent inorganic value creation through M&A:
The management team has over 100 years of combined operational and strategic experience in the financial services and wealth sector, with a strong track record in M&A and Public Markets. Learn more about the team here.
The Group is supported by Marwyn’s M&A and capital markets expertise, who have successfully raised over £4.0 billion across 13 comparable vehicles (including InvestAcc Group), delivering £6.2 billion in gross equity profits for investors.