Investments

One of the key benefits of a Sipp is that you have a far greater choice of investments than * that offered by a traditional ‘off-the-shelf’ pension from one of the big pension companies.

Whether you are starting your pension with a Sipp, or are transferring your assets from an existing pension - you will have access to a large number of funds, fund managers and different types of investments.

For example:

Cash

As a Sipp has its* own bank account,* you can hold cash and earn interest with the benefit of no tax deductions and little risk.

Some people like to keep a proportion of their Sipp fund in cash, to earn tax-free interest, to cover the cost of managing the Sipp and to make mortgage repayments if the Sipp contains a mortgaged commercial property.

Equities

Traditionally, equities (shares) have been the mainstay * of pension fund investment * as they have been considered a major source of consistent long-term growth.

Within a Sipp, you may trade shares, either yourself or via a broker, or buy into collective funds such as unit trusts or investment trusts.

Bonds and gilts

Bonds and gilts offer you fixed interest returns and are considered an ideal source of regular income with less risk than direct investment in equities.

Other investments

A ‘full’ Sipp will enable you to invest in the full range of Sipp permitted investments including offshore funds, insured funds, unlisted shares, commercial property, residential property funds, hedge funds and private equity.

It is still possible to invest in personal chattels such as antiques, stamps, race horses, gemstones, fine wines and yachts, but such investments will be taxed at up to 70 per cent.

It is advisable to seek independent financial advice about which investments are appropriate for your pension plan.

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