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This page contains all the documentation you need relating to an IPM SIPP; from establishment of the SIPP to taking benefits and purchasing commercial property. Our Privacy Policy can be found here. If you are unsure as to which document you require, please feel free to call the office and we will be happy to advise you.

We are pleased to confirm that we are now able to offer for the majority of our documents by electronic signature. If you would like to submit a form to IPM on this basis, please contact our office on 01438 747 151 or email info@ipm-pensions.co.uk so we can arrange this for you. Alternatively, financial advisers are able to generate forms to be completed electronically via our online access facility. Forms to be completed by electronic signature must be sent to you via IPM and cannot be downloaded from this page.

If you are a member you should speak with your financial adviser before completing any of the documentation on this page.

Application pack

This is our standard application pack for establishing a SIPP with IPM. We suggest that you speak to IPM before submitting an application as there may be additional forms needed to facilitate your requirements.

Application form Client Terms of Business Fee menu Individual verification of identity form Investment Administrator agreement Investment Advisor agreement Key Features

Taking benefits

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.

Benefit payment request form Flexi access drawdown conversion form Income request form Uncrystallised funds pension lump sum form International income request form Transitional TFA Certificate Application

Commercial property

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.

New lease checklist Panel solicitors' fee guide Property additional fees Property in specie transfer questionnaire Property notes Property purchase questionnaire Property sale questionnaire Buildings Insurance

Additional paperwork

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.

Additional contribution form Additional transfer form Adviser charges agreement Complaints proceedure Corporate verification of identity form Fair value statement Investment instruction form Member death benefit nomination form New adviser appointment form Regular contribution amendment Scheme trust deed & rules Standing order mandate Survivors death benefit nomination form Target market statement

What do advisers say about IPM?

I have spent several years searching for a SIPP provider who truly holds my clients interests at the heart of everything they do, and a few years ago, following detailed research, I came across IPM. I have found IPM. to be so consistent in their high standards of service, to me and ultimately my clients, that I find it difficult to suggest clients go elsewhere. In our highly regulated environment it is a pleasure to deal with a company who holds service, client values, and common sense at the heart of everything they do. In terms of support to me, nothing is too troublesome, a non-standard case, understanding and implementation of new legislation and specific impact upon specific client planning objectives. They are a trustworthy source of knowledge, and one who I value having a very strong working relationship with. I’m so very pleased my research led me to their door, I couldn’t ask for better for my clients or myself.

Carrie Churchouse, Director and Chartered Financial Planner
Athena Wealth Planning Limited

IPM has been my first choice SIPP provider for over 10 years and they provide me with all the technical support and flexibility I need to enhance the service I offer to my clients. Knowing that IPM only offer SIPPs is a great comfort to me as I can rely on the fact they are specialists in their field. Two things differentiate SIPP providers; cost and service. The IPM fee structure is transparent and good value and I have always found the service offered to be friendly, professional and approachable.

Terry Weston, Director
Spectrum Financial Services Limited

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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:

    I am a FCA regulated financial adviser

    I.P.M. SIPP Administration Limited (IPM) is authorised and regulated by the Financial Conduct Authority (FCA) to provide SIPPs only. We cannot provide financial advice.

    If you are contacting IPM with a view to setting up a SIPP, IPM suggests speaking with a financial adviser before taking any further action. SIPPs can be a complex retirement solution, and a financial adviser will be able to provide you with advice tailored to your specific circumstances, including whether the IPM SIPP is right for you.

    IPM can only provide factual information relating to our services, processes and costs involved with the IPM SIPP. We cannot offer advice, guidance or solutions to an individual’s pension planning.

    By submitting your enquiry, you are confirming that you understand the above and that IPM may not be able to assist you.

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