ask a question

MON-FRI 9am to 5pm

01254 505031
info@holdenscs.co.uk

ask a question

MON-FRI 9am to 5pm

01254 505031
info@holdenscs.co.uk

Valuations for Self-Invested Personal Pensions (SIPP) or Small Self-Administered Schemes (SASS) are essential for determining the asset value of pension fund holdings or facilitating transfers. Our expert valuations provide accurate and compliant assessments, ensuring that pension trustees and beneficiaries can make informed decisions regarding their investments.

Clients

  • Pension trustees and providers
  • Financial advisors
  • Property investors using pension schemes
  • Accountants and tax planners

Why Our SIPP/SSAS Valuations Deliver Confidence

SIPP/SASS trustees require regulated, Red Book-compliant valuations to demonstrate accurate and fair asset values to HMRC and pension administrators.

HMRC requires annual valuations for pension-held property, plus ad-hoc assessments for acquisitions or member changes.

It must consider both market value and pension-specific factors like related party transactions.

Could trigger tax charges or compliance issues with HMRC/pension regulators.

Yes, including shops, offices, and regulated tenancy residential assets.

Need More Information?

Regulatory-Compliant Valuations for Pension Property
SIPP and SSAS property investments require specialist valuations that satisfy both market standards and strict pension regulations. Holden's tailored service delivers HMRC and FCA-compliant assessments that protect trustees while ensuring accurate reporting of members' retirement assets. Our valuers combine commercial property expertise with in-depth pension knowledge to: Apply HMRC's 'arm's length' rules for related party transactions Assess both market value and pension-specific considerations Provide clear explanations for non-technical trustees Meet tight deadlines for annual scheme reporting Support lending requirements for pension property purchases For administrators, our reports simplify compliance. For trustees, they demonstrate proper oversight. And for members, they ensure fair treatment during transfers or benefit crystallisation. With pension regulators increasing scrutiny of property holdings, our valuations provide the robust documentation needed to maintain scheme compliance while optimising the performance of your pension property assets.

6 Benefits of SIPP / SASS Valuations

Fully Compliant with HMRC and FCA Guidance

Our valuations strictly adhere to pension regulator requirements, ensuring your scheme meets all reporting obligations and avoids penalties.

Supports Pension Fund Audits and Returns

Provides the certified valuation evidence needed for annual scheme accounts and regulatory filings.

Verifies Property Asset Performance

Tracks investment performance over time, helping trustees assess if properties continue to meet pension objectives.

Suitable for Acquisition or Disposal Decisions

Enables informed choices about buying new pension properties or selling existing holdings at fair market value.

Helps Avoid Tax or Regulatory Issues

Prevents unauthorised payment charges (up to 55%) by ensuring accurate valuations for member transactions.

Accepted by Major Pension Administrators

Recognised by all leading SIPP/SSAS providers for member transfers, drawdown calculations and scheme reporting.

Trusted By Top Companies

How can we help!

If you have any questions? Get in touch

Get in Touch

We're here to help with your questions and needs

Here to Listen

No matter how basic or complex your question is, we are here to help