The IPM SIPP

We only offer one SIPP. The IPM SIPP is a bespoke SIPP offering, meaning that each SIPP is tailored to a client’s individual requirements, as far as possible.  As a master trust arrangement, IPM are the sole trustees to the SIPP, however, will never act without an instruction from the client or, where appropriate, the adviser.

By operating the one SIPP, each client receives the same high level of personable service under the one uncomplicated, transparent fee structure with the same level of investment flexibility. At IPM we like to keep things simple.

Our first point of contact will always be, where possible, the financial adviser appointed to the SIPP unless otherwise instructed. By working this way, we can provide all the technical back up and support needed to the client’s financial adviser to provide a truly tailored approach to that individual’s retirement planning.

 

Consumer Duty

 

Like all regulated companies, IPM is working hard to ensure all requirements for introduction of the FCA’s Consumer Duty is in place for later in 2023. We will update our website with relevant information in due course.

 

In the meantime, IPM’s Target Market Statement and Fair Value Assessment are both available for download.

Our
fees

Click here for full details of our charging structure

Investment
flexibility

Click here to understand the investments members can hold

Commercial
property

Click here to understand how we help members buy property

What do advisers say about IPM?

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: