10 ways to get the most out of working with IPM
June 23, 2025
This article is intended for financial services professionals only. None of the information contained in this article should be received …
Category: The IPM SIPP
You can now set up an IPM SIPP using Docusign! Find out more
May 23, 2025
This article is intended for financial services professionals only. None of the information contained in this article should be received …
The government’s changes to pensions and Inheritance Tax treatment: What we know so far
April 24, 2025
We’re six months on from the Autumn Budget, in which the government announced its intention for the value of defined …
The key points to think about with an in-specie property transfer between pensions, and how we can help at IPM
March 20, 2025
Regular readers of our content will know that commercial property in a SIPP is an area of strength for IPM. …
SIPP v SSAS: Which pension is most appropriate for your client?
March 20, 2025
Last week, I spoke with three financial advisers who were looking at pension planning for groups of clients. All three …
5 key questions to ask your chosen SIPP provider before recommending them
February 19, 2025
Here at IPM, we are in the process of accepting transfers for many clients whose benefits were previously held with …