Comprehensive valuations for pension funds
Our team of RICS Registered Valuers has extensive experience in providing accurate and fully compliant valuations for properties held within pension funds, including Self-Invested Personal Pensions (SIPPs), Small Self-Administered Schemes (SSAS), and larger institutional pension schemes.
We understand the importance of robust valuations in maintaining compliance, managing investment performance, and enabling informed decision-making for trustees, administrators, and fund managers.
Why pension fund valuations are essential
For any pension fund holding property assets, an accurate valuation is more than a number – it’s the foundation for sound investment and regulatory reporting. Our valuations help ensure:
• Compliance with HMRC, trustee, and scheme requirements
• Fair market values for acquisitions, disposals, and transfers
• Transparent reporting for audits and accounts
• Evidence-based insights for strategic investment planning
Our pension fund valuation services
We provide valuations for:
• Portfolio reviews – assessing the current market value of multi-property holdings
• Acquisitions and disposals – supporting buy and sell decisions with accurate market assessments
• Annual or periodic valuations – meeting audit and compliance requirements
• Taxation purposes – including Capital Gains Tax (CGT) and Inheritance Tax (IHT)
• Performance monitoring – tracking changes in asset value over time
Expertise you can trust
At DGRE, we combine market knowledge with a thorough understanding of pension fund structures to deliver valuations that are independent, reliable, and tailored to your scheme’s needs. We work closely with trustees, fund managers, financial advisers, and auditors to ensure every report meets both regulatory and strategic requirements.
Whether you manage a single asset or a diverse property portfolio, DGRE can provide the insight you need to protect and enhance the value of your pension fund investments.
