About us

Founded in 1995 and based in Hertfordshire, IPM is a privately-owned, bespoke SIPP (Self-Invested Personal Pension) operator. We currently administer over 4,500 SIPPs. A number which continues to grow thanks to the trust placed in us by financial advisers. Our growth has been achieved organically and we’ve stayed true to our roots as a bespoke SIPP operator.

Our aim is to work with financial advisers and their clients so that they can structure investments and withdrawals in a way suited to their specific requirements. We do not give investment advice, choosing instead to be regulated simply to provide pension administration services.

A team approach

We have an experienced, long serving and dedicated team. Their knowledge, coupled with our bespoke administration system enables us to deliver a high-quality service, which sees correspondence dealt with efficiently and SIPPs set up quickly.

Transparency and simplicity

We like to keep things as simple as possible; providing the information required but without bombarding members with unnecessary paperwork.

This ethos flows through to our charging structure where we operate on a simple and transparent flat fee basis.

Experience tells us that this approach is welcomed by both financial advisers and their clients. It’s easy to understand, fair and transparent; clients know their annual fee and aren’t surprised by unexpected costs for services they thought were covered by the annual charge.

A stable home

We are a privately-owned and profitable business.

A proportion of those profits have always been retained within the business. Not only as part of a reinvestment programme but to ensure our balance sheet remains strong and we never experience cash flow issues.

Furthermore, the Financial Conduct Authority (FCA) requires all SIPP providers to maintain sufficient resources to ensure that in the worst-case scenario there would be an orderly wind up of the business. We have always held sufficient capital resources to cover the FCA’s requirement.

Our approach brings stability for both SIPP members and is one of the main reasons why financial advisers recommend us to their clients.

Case
studies

Click here to hear from advisers who recommend us

Meet
our team

Click here to meet our specialist Self-Invested Personal Pension team

Why
use us?

Click here to understand why you should choose us

What do advisers say about IPM?

Get in touch

Whether it’s a question about a specific client or SIPPs in general, we are here to help. Call us on 01438 747 151, email info@ipm-pensions.co.uk or complete the form below:

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