Whether you're new to direct lending or you're looking for some hints and tips to successful investing in this asset class, our guides help you make informed decisions.
The BondMason Library
Many of our clients choose to take an ‘invest and sit back’ approach. However, you may have some initial questions about your account or want to delve deeper into your individual investment activity. Our client guide gives you an overview of:
- What you can expect in the first few weeks of opening your account
- Useful answers to frequently asked questions
- A guide to your personalised dashboard and keeping track of your investment portfolio
This is essential reading for anyone looking to navigate the complexities of the direct lending market to achieve.
- Attractive returns with lower volatility
- Downside protection from secured lending
- Liquidity with access to funds when you choose
- Diversified portfolio across different lenders and loan types
Your comprehensive guide to everything you need to know about getting started with Direct Lending and P2P Lending.
- What is Peer-to-Peer investing?
- How does the P2P investment process work?
- What can I do to minimise my risk and maximise my return?
The BondMason Market Report
Recognised by the Chartered Institute of Securities and Investment and endorsed with CPD accreditation, the market report explores the evolution of direct lending, providing a market-wide view with insights into how to invest successfully into this mainstream pension-grade asset class.
There are many different ways to save for your retirement and contribute to your pension pot. One option which has grown in popularity is a Self-Invested Pension Plan (SIPP). In this guide we’ll look at:
- What is a SIPP and how it compares to other types of pension
- Who SIPPs are for and the tax benefits
- Monitoring pension performance
- Investments fit for SIPP
- How to set up a SIPP
The guide looks into the six main issues which have been addressed to enable SIPP administrators to meet client demand for investing in direct lending, with full compliance and at minimal cost.
- Connected parties and tax issues
- Transparency: Where does the money go?
- Low cost administration and control
- Managing risk
- Ease of due diligence
- Non-standard liquidity
SIPP and SSAS are both types of self-invested pension schemes, allowing you to access returns from a wide range of asset classes, including direct lending.
There are several key differences to take into account when considering if either a SIPP or a SSAS is the right option for you. This guide highlights the features of both types of pension plan. If you're unsure, seek professional financial advice.
Small Self-Administered Schemes (SSAS) are a specialised type of employer sponsored pension scheme that can offer increased flexibility on where the scheme’s assets can be invested. There are also advantages when it comes to tax planning. This guide helps you understand what's involved in setting up a SSAS. Find out how to:
- Define membership to a SSAS
- Appoint Trustees and an Administrator
- Follow the authorisation process
- Manage a SSAS
- Select appropriate investment choices
- Find specialist support if required