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Current Investment Opportunities

SIPP and SSAS investors can access a wide range of exciting commercial and residential property investments through funds that are not generally accessible via insurance company personal pension policies.

Many of these funds allow you to target your investment at a specific property or development opportunity rather than owning a share in a vast portfolio in which the underlying investments may not be transparent.

The list below is a summary of some of the opportunities that we are currently aware of:

Investment Fund

Investment type

Anticipated Closing Date

Sponsor / Investment Manager

The Fortess International Fund

American Traded Life Policies

TBA

www.fortressinternationalfund.com

Curo Rotunda Property Fund

UK Commercial – mixed use development in Kingston upon Thames

31st July 2009

www.curopropertyfunds.com

Caicos Beach Limited Partnership

Overseas Commercial - hotel development in Caicos

31st Dec 2009

www.essentialinvestments.co.uk

Residential Property Recovery Fund LP

Residential Property Investment

TBA

www.rpamfunds.co.uk

Echo Beach

Australian Resort Development

TBA

www.parcinvestmentsgroup.com

NO. 1 @ Hamm Strasse

UK hotel rooms

TBA

www.buyhotelrooms.com

Physical Gold Gold Bars / Bullions TBA

www.physicalgold.com

       

 

Please note that the inclusion of an investment fund on this page is simply an indication that the investment is structured in such a way that it can be made via a Westerby SSAS or SIPP pension arrangement.

It does not constitute a recommendation of the investment or its suitability as an investment for your personal circumstances.  You should seek independent financial advice from a firm or individual authorised and regulated by the Financial Services Authority before committing to any of these investments.

 

Registered Address: 1 & 2 St Matthews Business Centre, Gower Street, Leicester LE1 3LJ
Registered in England & Wales No. 02562924
Westerby Trustee Services Ltd is Authorised and Regulated by the Financial Services Authority Reg. No. 463533 View Site Map

Specialist provider of Self Invested Personal Pensions (SIPP) and Small Self Administered Schemes (SSAS)