Welcome Millie Dean, the latest addition to the IPM team
April 24, 2025
We’re pleased to welcome Millie Dean to IPM, the newest addition to our dedicated team of SIPP specialists. Having previously …
Latest news
This page will be regularly updated by the staff at IPM with latest news in regards to SIPPs and legislative changes, any announcements in relation to our company and the occasional light hearted look at some of the going’s on at IPM.
Capital adequacy requirements: How they work, and what they mean for you
April 24, 2025
Capital adequacy is a phrase that most people in financial services will be familiar with. The Financial Conduct Authority (FCA) …
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 …
Your votes for us count at this year’s Moneyfacts Awards – and you could win a £150 voucher
March 20, 2025
The voting for this year’s Investment Life & Pensions Moneyfacts Awards is now open. These awards celebrate the best providers …
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 …