IPM understands and appreciates the research advisers must undertake if they are going to recommend us. We therefore want to do whatever we can to make this as simple a job as possible.
To help, we a have produced the following:
- IPM due diligence pack – this contains the most common questions that IPM receives about our SIPP and our business.
- AKG Rating – feedback from our advisers showed that assessment by an independent third party was important when carrying out research on SIPP providers. We are pleased to confirm that IPM has completed a rating and assessment report with AKG, who have specialised in the provision of assessment, ratings and market assistance for the wider financial services sector for over 30 years. IPM has received an overall rating of B- Satisfactory, which includes a five-star assessment of our service.
To receive a copy of these documents, please fill in the form on this page and we will arrange copies to be sent to you via email. Please note that these documents are aimed at financial service professional
Request copies of our due diligence document and AKG report
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