We were instructed to value a retail unit for our client which is intended for inclusion in a Self-Invested Personal Pension (SIPP). As part of the acquisition process, and in accordance with SIPP provider requirements, an independent, market-based valuation was required to confirm the asset’s value at the point of purchase.
SIPP regulations require that any commercial property being transferred into a pension must be professionally valued to ensure it reflects market value and to support pension scheme compliance. Without an RICS-compliant valuation, the transaction could not proceed, and the client’s pension structure would be at risk of non-compliance.
The process included:
This provided both the client with the transparency and assurance needed for the asset’s inclusion in the pension.
The client received a professionally prepared valuation report that met all regulatory and SIPP provider standards. The valuation enabled:
This ensured that the client’s investment was structured correctly from day one and that the SIPP could be managed smoothly going forward.
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