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What can be invested in through a SIPP?

Liberty does not add any investment restrictions to those imposed by HMRC. You can invest in any standard investment which is one which is FCA regulated or traded on a recognised exchange or market. It must be capable of being accurately and fairly valued on an on-going basis, readily realised whenever required and for an amount that can be reconciled with the previous valuation.

IPRU-INV 5.9.1R 05/11/2016 Standard Assets

The List of Standard Assets is as follows (subject to note 1):

• Cash
• Cash funds
• Deposits
• Exchange traded commodities
• Government & local authority bonds and other fixed interest stocks
• Investment notes (structured products)
• Shares in Investment trusts
• Managed pension funds
• National Savings and Investment products
• Permanent interest bearing shares (PIBs)
• Physical gold bullion
• Real estate investment trusts (REITs)
• Securities admitted to trading on a regulated venue
• UK commercial property
• Units in Regulated collective investment schemes


NOTE 1:
A Standard Asset must be capable of being accurately and fairly valued on an ongoing basis and readily realised within 30 days, whenever required.

 

 

Please note the value of investments, and any income from them can go down as well as up and you may not get back your original investment. We do not offer advice about the suitability of our products or any investments held within them. Should you require financial advice you should consult a suitably qualified financial adviser

 

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