SIPP or SSAS – what’s the best option for your client?
August 23, 2022
When we’re speaking to financial advisers and planners to discuss the self-invested pension options for their clients, there’s one question …
Category: The IPM SIPP
2 key considerations for clients looking to transfer an overseas pension scheme
July 26, 2022
You have recently read about the ways IPM can help clients who live overseas but still have UK pension benefits. …
How our SIPP can really add value if you have overseas pension clients
July 26, 2022
According to recent statistics from iexpats, there are more than 5.5 million Brits living outside the UK, with this number …
7 important questions you need to ask SIPP providers on behalf of your clients
June 27, 2022
When clients are on the hunt for a new SIPP provider, the start of the process can be overwhelming. As …
4 useful tips if your client’s SIPP provider has failed or been bought
June 27, 2022
It is fair to say that the SIPP market has evolved since the 1980s, when providers brought the first self-invested …
Important legislative changes and service improvements – your essential review of 2021
December 13, 2021
It’s been another turbulent year, with supply chain issues, Brexit and Covid-19 dominating the economic headlines. So, as is customary …