IPM retains prestigious five-star rating for fifth year in a row

Each year, Moneyfacts – the UK’s leading provider of financial data – undertakes an impartial assessment of the technical merits of SIPP providers.

For the fifth year in a row, we are delighted to report that we have achieved the prestigious five-star rating from Moneyfacts.

The Moneyfacts Annual SIPP and SSAS Star Ratings showcase the most complete products, highlighting those with the most features and competitive charges.

When deciding which products should be awarded a star rating, the team of experts at Moneyfacts analyse thousands of products across 16 categories. They undertake extensive analysis of more than 2,000 data fields and make the final choice based on factors such as:

  • Investment options
  • Capped drawdown charges
  • Dealing fees
  • Set-up and admin fees
  • Property purchase fees
  • In specie fees
  • Deposit account choice

Lee Tillcock, editor of Investment Life and Pensions Moneyfacts, said: “The Moneyfacts Annual SIPP and SSAS Star Ratings highlight the companies that offer the schemes with the most extensive range of features and competitive charges, helping consumers to direct their focus when considering their options.

“The Moneyfacts Annual SIPP and SSAS Star Ratings concentrate on the individual features of a product that consumers will come across when going through the decision-making process.

“The ratings therefore provide consumers with an extra seal of approval, which should give them the added assurance that they have found a high-quality product for their retirement needs,” he added.

For you and your clients, this independent assessment and five-star rating gives you further confidence when selecting us.

Commenting on the rating, David Sutcliffe, managing director of IPM, said: “We’re thrilled that our service and expertise have been recognised by Moneyfacts for the fifth year in a row. This proves that we are consistently offering high standards and that our offering is among the best in the market.

“We remain committed to offering advisers and their clients a cost-effective and flexible SIPP, supported by excellent service. This five-star rating is recognition of the hard work we do to ensure clients get a first-class experience when they trust IPM.”

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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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    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.

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