IPSE members to get free financial training with Close Brothers


IPSE is delighted to announce a new partnership with Close Brothers, through which IPSE members will get access to a wide range of financial education and advice services.

With over 45 years’ experience, Close Brothers is one of the UK’s leading providers of financial education and advice, including lifetime goal-based financial planning, pension and retirement planning, tax planning and reporting, investments and protection.

IPSE is delighted to be entering into partnership with Close Brothers, who work with many of the UK’s best-known employers, providing financial education services to their staff to help improve financial wellbeing throughout their careers. They also work with many self-employed individuals, partners in professional service firms, entrepreneurs and business owners, and so are perfectly placed to help IPSE members.  

The services offered will address a broad range of important financial areas, including:

  • Budgeting, debt and saving strategies
  • Tax planning – hints and tips
  • Improving financial wellbeing
  • Lifetime savings and pension planning
  • Managing annual and lifetime pension tax allowances
  • Wills and estate planning

Chris Bryce, Chief Executive of IPSE, said: “IPSE is excited to be working with Close Brothers. Through this partnership, we will now be able to help our members with some of the most complex financial challenges of self-employment. Every new partnership we secure also increases our voice and helps us to further the interests of the self-employed. We look forward to a long and fruitful partnership with Close Brothers.”

Jeanette Makings, Head of Financial Education at Close Brothers, said: “As an increasing number of people choose to work for themselves for part or all of their career, it has never been more important to ensure this demographic has access to the same level of guidance and advice as their employed counterparts. For this reason we are delighted to be working with IPSE, helping provide valuable financial guidance and advice through a range of online services, webinars, seminars and guides for all its members.” 

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Tristan Grove

Head of Communications and Policy Engagement