Single Portfolio SIPP permitted assets.

The Single Portfolio SIPP will only allow assets that can be held within a single portfolio with an investment manager/platform that has been approved by Dentons and where the portfolio does not include any non-standard funds or assets.

Funds and equities

 
  • Stocks and shares listed or dealt on any HM Revenue and Customs (HMRC) recognised stock exchange, including:
    • equities
    • fixed interest securities issued by governments or other entities
    • debenture stock and other loan stock
    • permanent interest bearing shares
    • convertible securities
  • Alternative Investment Market (AIM)*
  • Authorised open ended investment companies (OEICs)
  • Authorised unit trusts that do not hold residential property
  • Equities traded on a recognised overseas stock exchange
  • Exchange traded funds (ETFs) (Legal Entity Identifiers may be required)
  • Offshore funds recognised by the Financial Conduct Authority (FCA)
  • Shares in investment trusts
  • Trustee investment plans.
*Although shares on the AIM market are not treated as listed on a recognised stock exchange, we treat AIM listed shares as a standard asset and therefore there is no restriction on the amount that can be held. However, before we will accept AIM shares within our schemes, they must be referred to our Technical Team for approval. Please email: technical@dentonspensions.co.uk
 

Other assets

  • Depositary interests (including CREST depositary interests)
  • Real estate investment trusts (REITs)

Unacceptable assets

Assets outside of those listed here, which includes opening an additional deposit account, will not be allowable for this SIPP.  Should you wish to invest in other assets, you will need to consider the Dentons SIPP which provides a wide range of investment opportunities.

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