Commercial property, SIPPs and SSASs: smarter retirement planning with Perspective Financial Group Limited

Event information

This webinar is brought to you in partnership with Perspective Financial Group Limited

Aimed particularly at practice owners and higher-earning professionals, this webinar explores how financial planners can use Self-Invested Personal Pensions (SIPPs) and Small Self-Administered Schemes (SSASs) to hold commercial property in a tax-efficient way.

By attending, attendees will gain practical insight into when property ownership through a pension is appropriate, how to structure funding and income, and how to manage risks. The session focuses on strategic decision-making rather than technical detail, helping members understand how pensions and property can work together as part of a balanced retirement plan.

Key benefits

• Understand the role commercial property can play within a pension-based retirement strategy.
• Recognise the advantages and limitations of using SIPPs and SSASs for property ownership.
• Be aware of the tax, liquidity, and concentration risks associated with holding property in pensions.
• Gain clarity on how rent, borrowing, and contributions interact within pension structures.
• Appreciate the importance of diversification and how property can sit alongside other pension investments.

About the speakers

Ian Wilkinson, Chief Executive, Perspective Financial Group Limited Ian is Chief Executive Officer of Perspective Financial Group Ltd where he is responsible for all aspects of the operation and performance of the Group. Under Ian’s leadership, Perspective continues to grow, with the goal of becoming the leading provider of financial planning and wealth management services in the UK. Ian has over 30 years’ experience in both management in the financial advice sector and the provision of financial advice.

CPD hours

ICAEW's Continuing Professional Development (CPD) Regulations require a minimum number of hours and an ethics requirement. Attending this event could contribute up to 1hr of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the event booking confirmation email is accepted as evidence of verifiable CPD. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

There is no charge to attend this event. ICAEW members and non-members are welcome to join. This event is organised by the Personal Finance Planning Community. Please click here to join online.