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Rowanmoor Family Pension Trust (Family SIPP)

Borrowing to invest

The scheme may borrow money from lenders to purchase particular assets, or to otherwise benefit the Family Pension Trust (Family SIPP) in the best interests of the members. This could include borrowing to provide a member’s benefit that has become payable or to purchase commercial property. The maximum the Family Pension Trust can borrow is 50% of the net fund value of all scheme assets at the date of the loan. Borrowing under individual arrangements and common investment funds is also limited to 50% and total borrowing must not exceed the Family Pension Trust maximum. Prior written agreement of the members whose funds are included in the borrowing calculation must be obtained.

Rowanmoor Trustees Limited must be a party to the loan documentation.

We do not stipulate or limit the range of potential lenders. All the documentation needs to be individually agreed by Rowanmoor Trustees Limited before the borrowing may proceed.

For more details about commercial property purchase using a Family Pension Trust please visit our Family Pension Trust literature library. If you have any specific questions please contact us, email us or send your questions via the enquiry box on the right hand side.

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