Investments held in our self-invested pensions must meet our requirements for permissable assets. Occassionally legislation will affect particular asset types and render them unacceptable, where this is the case we reserve the right to disinvest.
Members can appoint an investment manager to run portfolios in their scheme. If so, we offer guidance on the administration requirements and acceptability of assets.
Note that this list is not exhaustive; please contact us if you are in doubt or if your investment choice is not on the list. Please also get in touch if you would like to appoint a discretionary fund manager or stockbroker to ensure it is approved.
These standard investments can be held within our self-invested pensions. If the member has elected to simplify, just one portfolio can be held.
The following investments are eligible under the current legislation and regulatory framework. We may perform additional due diligence on specific opportunities.
While we aim to offer the widest range of investment opportunities possible, some assets cannot be held in our self-invested pensions. Including:
An added benefit of a self-invested pension is the ability to borrow to buy assets, like commercial property, or to pay benefits.Find out more
Self-invested pensions can purchase and hold commercial property, offering the potential for capital growth and regular income.Find out more
A Third Party Investment Account (TPIA) on the Embark platform is a low cost and efficient way for clients to invest their pension savings.Embark Platform website
We have links with stockbrokers, fund supermarkets and platforms. By utilising the services of our preferred partners you can benefit from reduced fees. Below are just a few examples of the providers we work with. Get in touch to find out more.
Advisers need a registered account to apply. Please contact Brooks Macdonald on 020 7499 6424.Brooks Macdonald website
Advisers need to have a registered account in order to apply. Email Embark platform directly.Embark platform website
Contact the Rowanmoor sales support team on 01722 443742 or email us for an application form.Investec website