Everything you and your clients should know about transferring assets into a SIPP
August 17, 2020
The phrase ‘transfers in-specie’ often brings people out in a cold sweat. Advisers and clients know that these can be …
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.
Why keeping death benefit nominations up to date is so important for your clients
July 14, 2020
Judging by the work we have been carrying out over recent months, the lockdown enforced by Covid-19 has given people …
5 challenges clients (and us) have faced during lockdown
July 14, 2020
Like many other businesses, we are adapting to the ‘new normal’ post lockdown. While the office has mainly been closed …
IPM nominated for four Investment Life and Pension Moneyfacts Awards
June 15, 2020
Each year, the Investment Life and Pensions Moneyfacts Awards showcase the industry leaders in a range of categories. From investment …
How we can help your US clients – a useful case study
June 15, 2020
In our recent blog, we talked about the flexibility the IPM SIPP offers for the denominated currency in which investment …
Have clients who have moved abroad? Here’s how we can help
June 15, 2020
With the BBC reporting that 5.5 million Brits permanently live overseas, many of you will look after clients who have …