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.

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:

    I am a FCA regulated financial adviser

    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.

    IPM can only provide factual information relating to our services, processes and costs involved with the IPM SIPP. We cannot offer advice, guidance or solutions to an individual’s pension planning.

    By submitting your enquiry, you are confirming that you understand the above and that IPM may not be able to assist you.

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