How it started
Foundation
The company was established in 2002 by founder and sole financier Julian Penniston-Hill.
In March 2019, Intelligent Money stopped accepting Defined Benefit pension transfers into its Self-invested personal pensions (SIPPs) over concerns SIPP providers could be held liable for recommendations by advisers.
Tax case loss
In September 2023, Intelligent Money lost an appeal at the Upper Tribunal against HM Revenue & Customs (HMRC), in which Intelligent Money argued that Sipp fees are exempt from VAT.
Regulatory intervention
From Wikipedia’s article on Intelligent Money, shared under CC BY-SA 4.0.2