Pension & Investment Planning
Unlock property investment and development opportunities by leveraging pension-led funding strategies tailored to your project goals.
What is Pension Led Funding?
Pension-led funding makes use of the assets held within your pension scheme to finance property investments and developments. It offers a tax-efficient route to move a project forward while keeping your retirement funds working for you.
With pension-led funding you can:
- Purchase commercial property to generate rental income.
- Finance the development of new commercial or residential schemes.
- Assist in residential projects, subject to pension regulations.
- Support conversion or development work within HMRC guidelines.
How Does It Work?
Your pension scheme can be involved at different stages of a project, from acquisition to completion.
- Invest directly in commercial property held by the pension.
- Provide development finance to build out new sites.
- Participate in early activity such as land purchase or planning consents.
- Offer short-term bridging finance to cover funding gaps.
How We Can Help
Our team has deep knowledge of the pension scheme market and can guide you every step of the way. We work exclusively with Professional Pension Trustees to set up and operate your scheme, giving you access to the resources and governance required to run it correctly and compliantly.
Ready to Explore Pension Led Funding?
Share a few details about your project and one of our advisers will be in touch to discuss how your pension can help unlock the funding you need.