How to complete an IPS

This module covers how to complete the IPS so that it reflects the clients wishes.

Understanding the IPS template

The IPS Template

The first part of the IPS is concerned with.......

What is the purpose of the IPS?

  • To provide the mandate from the client
  • To assess the client's capacity for risk

econd part of the IPS

When we meet with the client we need to remember that what we must always do is explain each part of the process:

  • Why the IPS is necessary
  • Ho9w it is completed initially
  • What we do with it on an ongoing basisd

So this shows how we will engage with each person