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?

I have spent several years searching for a SIPP provider who truly holds my clients interests at the heart of everything they do, and a few years ago, following detailed research, I came across IPM. I have found IPM. to be so consistent in their high standards of service, to me and ultimately my clients, that I find it difficult to suggest clients go elsewhere. In our highly regulated environment it is a pleasure to deal with a company who holds service, client values, and common sense at the heart of everything they do. In terms of support to me, nothing is too troublesome, a non-standard case, understanding and implementation of new legislation and specific impact upon specific client planning objectives. They are a trustworthy source of knowledge, and one who I value having a very strong working relationship with. I’m so very pleased my research led me to their door, I couldn’t ask for better for my clients or myself.

Carrie Churchouse, Director and Chartered Financial Planner
Athena Wealth Planning Limited

I have had the pleasure of dealing IPM now for a number of years. They are a rare company in this day and age in that if they say something will be done within a certain time frame it is always done. The ability to speak directly to the staff dealing with your clients is invaluable and the knowledge and service from the staff is excellent. I have no hesitation in recommending them to our clients as SIPP providers and have 100% confidence that the service will be excellent.

Paul Jameson, Independent Financial Adviser
Throgmorton Capital Management Ltd

IPM has been my first choice SIPP provider for over 10 years and they provide me with all the technical support and flexibility I need to enhance the service I offer to my clients. Knowing that IPM only offer SIPPs is a great comfort to me as I can rely on the fact they are specialists in their field. Two things differentiate SIPP providers; cost and service. The IPM fee structure is transparent and good value and I have always found the service offered to be friendly, professional and approachable.

Terry Weston, Director
Spectrum Financial Services Limited

Get in touch Click here to send a message

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: