Welcome Giuliana, the latest addition to the IPM team

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.

Whenever we bring a new member on board to the IPM team, we always like to introduce them to you, so you know who you’ll be speaking to when you get in touch with us.

This month, meet Giuliana Aylott, our latest recruit in the New Business Processing team.

Joining us with extensive financial services experience

Giuliana has come to IPM after 27 years working for a financial services company. She brings with her a wealth of experience in areas such as personal pensions, annuities, drawdown retirement incomes, and of course, SIPPs!

Throughout her career, Giuliana has gained five certificates from the Chartered Insurance Institute (CII) in areas such as financial services, regulation and ethics, and financial administration for pensions.

For IPM, she’ll be involved in all the aspects of the New Business Processing team, including general administration, encashments and withdrawals, transfers, and claims.

Outside of work, Giuliana enjoys music, travelling, and supporting her daughter in national dance competitions.

Welcome, Giuliana – we’re thrilled to have you on board with us!

Get in touch

If you have any SIPP-related queries, or if you have any clients for whom SIPP advice would be beneficial, please get in touch.

Email info@ipm-pensions.co.uk or call 01438 747151.