Webinar: The role of cash within retirement planning and SIPP solutions

This article is intended for financial services professionals only. None of the information contained in this article should be received as advice. Pensions are a complicated area of financial planning and IPM suggests that financial advice from a suitably regulated financial adviser is sought before an individual takes any action in respect of their pension savings.

Subscribers to our newsletter will remember that Sarah Smith, Pensions Director at Insignis, featured in an IPM article about the role of cash in SIPPs back in May.

Our Associate Director, James Randall, recently sat down with Sarah to record a webinar on this topic, diving into what was covered in our article in much greater depth.

This CPD-accredited webinar explores:

  • How advisers can help clients make more of retained pension cash without compromising flexibility or control
  • Insights into the changing retirement landscape and today’s cash environment
  • Practical strategies for improving outcomes through diversified cash solutions.

Sarah’s experience in the cash market, combined with James’s decades of work with bespoke SIPPs, made for a fascinating conversation.

You can watch this webinar here.

Email info@ipm-pensions.co.uk or call 01438 747151 to learn more about working with our specialist team.

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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:

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    I.P.M. SIPP Administration Limited (IPM) is authorised and regulated by the Financial Conduct Authority (FCA) to provide SIPPs only. We cannot provide financial advice.

    If you are contacting IPM with a view to setting up a SIPP, IPM suggests speaking with a financial adviser before taking any further action. SIPPs can be a complex retirement solution, and a financial adviser will be able to provide you with advice tailored to your specific circumstances, including whether the IPM SIPP is right for you.

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