IPM improves service with new electronic signature process

We are pleased to confirm that, during 2022, we will be introducing electronic signatures for our paperwork.

Working alongside renowned provider Docusign, we will begin to include electronic signatures on our documents from January. We’ll then increase the number of documents that can be electronically signed through the early part of the year.

We can continue to accept paper-based applications for those clients who would prefer this.

Speaking about the move, associate director, James Randall, commented: “This is something we have been working on for a while and the last 18 months have only increased our desire to deliver this enhancement for our clients and their advisers.

“As with most businesses, we have seen a shift towards people working from home since the start of the pandemic. We appreciate that advisers do not necessarily see clients face-to-face as much these days, so we believe that offering a digital solution for completing our documentation will bring a great benefit to both advisers and clients.

“It will also allow us to action client requests more efficiently.”

Initially, electronic signatures will only be included on some of our forms while we adapt our internal working processes. We will increase this throughout the early part of 2022 with the aim of having all our documents electronic signature compatible as soon as possible.

Initially you should contact IPM in the usual way if you have a client who is looking to take action on an IPM SIPP. We will then advise you of options available in regard to our paperwork at that time.

If electronic signatures are an option at this point, we will then arrange for the documentation to be issued to you and your client in this way.

Get in touch

Should you have any queries about our change to electronic signatures please contact IPM in the usual way. Email info@ipm-pensions.co.uk or call 01438 747 151.