Our people

We are a people business.

We are proud to have an experienced and proactive team. Working in a service profession we believe it is extremely important for our financial advisers and members to build relationships with our team, many of whom have been with us for more than 10 years. As well as being personable, our staff are hugely experienced ensuring that you receive all the technical back up and support you require.

Please scroll down to read more information about our senior management team and a full list, along with contact details, of every member of our team.

david.sutcliffe@ipm-pensions.co.uk
David Sutcliffe, Managing Director

David is co-owner of IPM. He was instrumental in forming the company and has over 30 years’ experience in the pensions profession. Since achieving an MSc in Personnel Management from Aston University, David’s career has seen him involved in all areas of pension planning including a period with a major UK life office as a regional sales manager. His involvement with self-administered pensions started in 1988 with a City based SSAS (Small-Self Administered Scheme) consultancy and latterly with SIPPs, which lead to the creation of the IPM in 1995. David’s day-to-day involvement with the company is focused on ensuring the service offered by IPM evolves and continues to meet the needs of financial advisers and our members.

When not in the office David typically can be found in the French Alps sharing his passion for skiing with his wife and two daughters, out running or on his bike.

david.sutcliffe@ipm-pensions.co.uk

jonathan.lochery@ipm-pensions.co.uk
Jonathan Lochery, Sales Director

Jonathan is a co-owner of IPM and was an original member of our team after we were founded in 1999. He studied Economics and Politics at the University of Leeds. After graduating in 1989 he started his career in pensions with several UK insurance companies providing technical sales solutions to the IFA market. In 1999 Jonathan joined Rea Brothers to promote their SIPP offering. This employment continued with IPM after the sale of the business where Jonathan was tasked solely with expanding the existing client base by developing relationships with financial advisers. Jonathan’s pension technical knowledge has been fundamental in building IPM into the company it is today. He also continues to chair our investment committee.

Outside of work Jonathan’s two children take up the majority of his spare time. Although, when not following the turbulent fortunes of Oldham Athletic FC he is usually reading through Stuff magazine plotting which gadget to buy next.

jonathan.lochery@ipm-pensions.co.uk

ian.napier@ipm-pensions.co.uk
Ian Napier, Head of Property

Ian took over his current role in June 2014. After graduating with a degree in Law in 1998, Ian joined an insurance company where he was employed as property administrator, quickly progressing through the ranks to become a purchaser. In 2003, Ian was recruited into our newly created property team. Since then Ian has been a key member of team, developing procedures and processes which form the basis of our commercial property offering. Ian has also taken on a compliance role since the SIPP industry’s regulation by the FCA.

Out of the office, Ian is a keen reader and an active sportsman listing tennis, running and football amongst the sports he participates in.

ian.napier@ipm-pensions.co.uk

claire.warren@ipm-pensions.co.uk
Claire Warren, Head of Administration

Claire joined us in 2003 in the role of senior team administrator. After gaining an honours degree in Economics, Claire’s career in pensions started when she joined the SIPP department of an insurance company as an administrator in 1996. She was quickly promoted to senior administrator where she studied for her Financial Planning Certificate before being made SIPP team leader in 2001. Her experience of running a team of administrators, coupled with her leadership qualities, proved to be an asset when she joined us. In 2005 Claire was promoted to her current position of Head of Administration. Claire is now responsible for designating the roles of our staff and ensuring that the day-to-day administration of the IPM Personal Pension Scheme remains at the highest standard possible. She also boasts an excellent technical pensions knowledge.

Aside from pensions, Claire’s interests include reading, socialising, long walks and football where she actively supports Tottenham Hotspur FC.

claire.warren@ipm-pensions.co.uk

james.randall@ipm-pensions.co.uk
James Randall, Associate Director

James has been with us since early 2002, originally as a junior administrator and rising over the years to Associate Director. James has worked in all areas of SIPP administration during his time with us and developed the procedures for processing new business. In 2006, James moved over to the business development side of IPM, focusing on our relationships with financial advisers and clients. Aside from this, James’ responsibilities also include the continual development of our website and online offering, IPM’s marketing and the content we make available to our advisers as well as our company literature.

James completed the Certificate in Financial Planning to learn more about the work carried out by financial advisers. When his young family are not keeping him on his toes, James enjoys keeping fit by competing in running events, triathlons and obstacle course races.

james.randall@ipm-pensions.co.uk

Our Full Team

All members of our team can be reached on 01438 747 151.

Click here to download our Staff Guide or scroll down to review the members of our team.

Directors

Responsibilities include the overall day-to-day management of IPM.

New Business Enquiries

For all new business enquiries (including illustrations) technical enquiries and queries on the services that IPM can provide.

New Business Processing

For enquiries concerning the progress of recently submitted SIPP applications or transfers to IPM.

General Administration

For day-to-day general administration enquiries; including contributions, tax relief, benefit crystallisation event queries, existing client illustrations and agency appointments.

Pension Payments and Income Reviews

For all income payment and review related queries.

Investments Processing

For all investment related enquiries (Including the establishment of discretionary fund management or stockbroker accounts, investment platform accounts or alternative bank accounts and the settlement of investment purchases).

Valuations

For all IPM annual valuation queries.

Payments Processing

For all IPM payments including IFA fees (Please note this does not include income or pension commencement lump sum payments).

IPM Accounts

For all IPM fee-related queries.

Property Team

For all IPM Property enquiries concerning proposed, ongoing or completed property purchases. Services also include rent payments, VAT registration and payment, and mortgage payments.

IPM SIPP No.1

For all queries relating to general administration, investments, payments and commercial properties for the IPM SIPP No.1.

All generic email enquiries can be directed to our central mailbox info@ipm-pensions.co.uk

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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

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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: