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This page contains all the documentation you need relating to an IPM SIPP; from establishment of the SIPP to taking benefits and purchasing commercial property. Our Privacy Policy can be found here. If you are unsure as to which document you require, please feel free to call the office and we will be happy to advise you.

We are pleased to confirm that we are now able to offer for the majority of our documents by electronic signature. If you would like to submit a form to IPM on this basis, please contact our office on 01438 747 151 or email info@ipm-pensions.co.uk so we can arrange this for you. Forms to be completed by electronic signature must be sent to you via IPM and cannot be downloaded from this page. At this time we are unable offer new SIPP application packs via electronic signature.

If you are a member you should speak with your financial adviser before completing any of the documentation on this page.

Application pack

This is our standard application pack for establishing a SIPP with IPM. We suggest that you speak to IPM before submitting an application as there may be additional forms needed to facilitate your requirements.

Application form Client Terms of Business Fee menu Individual verification of identity form Investment Administrator agreement Investment Advisor agreement Key Features

Taking benefits

These forms can be used to take benefits from an IPM SIPP. If you are a client it is strongly recommended that you speak to your financial adviser before making a decision in regards to taking benefits from your SIPP and you should visit the Pension Wise website.

Benefit payment request form Flexi access drawdown conversion form Income request form Uncrystallised funds pension lump sum form International income request form Transitional TFA Certificate Application

Commercial property

Where a property is to be purchased via an IPM SIPP there are a number of forms that we will require to be completed before we can instruct solicitors. We strongly suggest that any potential property purchase is discussed with IPM before any paperwork is submitted.

New lease checklist Panel solicitors' fee guide Property additional fees Property in specie transfer questionnaire Property notes Property purchase questionnaire Property sale questionnaire Buildings Insurance

Additional paperwork

From additional transfers into existing SIPPs to changing a death benefit nomination, there are a number of additional documents which assist with the smooth running of our SIPPs.

Additional contribution form Additional transfer form Adviser charges agreement Complaints proceedure Corporate verification of identity form Fair value statement Investment instruction form Member death benefit nomination form New adviser appointment form Regular contribution amendment Scheme trust deed & rules Standing order mandate Survivors death benefit nomination form Target market statement

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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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: