This is our standard application pack for establishing a SIPP with IPM. It is strongly suggested that you speak to IPM before submitting an application as there may be additional forms needed to facilitate your requirements.
These forms can be used to take benefits from an IPM SIPP. If you are a client it is strongly recommended that you speak to your financial adviser before making a decision in regards to taking benefits from your SIPP and you should visit the Pension Wise website.
Where a property is to be purchased via an IPM SIPP there are a number of forms that we will require to be completed before we can instruct solicitors. We strongly suggest that any potential property purchase is discussed with IPM before any paperwork is submitted.
From additional transfers into existing SIPPs to changing a death benefit nomination, there are a number of additional documents which assist with the smooth running of our SIPPs.