Vote in the Moneyfacts Awards and you could win a £150 voucher
February 23, 2022
This September, the Investment Life & Pensions Moneyfacts Awards will celebrate the great work that financial services companies across the …
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.
3 practical examples of how SIPP death benefits can be paid tax-efficiently
February 23, 2022
If you have a client with a SIPP, part of the advice you will provide will relate to what happens …
The top 10 questions you ask us about pension death benefits (and all the answers you need)
February 23, 2022
As we are sure all financial planners have discovered, talking to clients about how to deal with their assets in …
IPM retains prestigious five-star rating for sixth year in a row
January 25, 2022
Each year, Moneyfacts – the UK’s leading provider of financial data – takes an expert look at all the products …
2 useful examples of “carry forward” and pension tax relief in action
January 25, 2022
In an earlier article you read useful information about contributions to SIPPs, the tax benefits, and other areas to consider …
How to use “carry forward” to maximise your client’s pension tax relief (and deal with Annual Allowance issues)
January 25, 2022
As we enter a new year, January is usually a busy month for IPM. We see an increase in contributions …