Focus 119 – SIPP and SSAS Death Benefits

The options available on the death of a member of a SIPP or money purchase SSAS depend on a number of factors, and careful planning […]

Provider sounds SSAS maladministration warning to advisers

Advisers must be fully aware who administers small self-administered schemes they advise on or risk potential problems further down the line, Talbot & Muir has […]

Graham Muir: Have you got a Klinsmann in your client bank?

Graham Muir looks at the lessons financial services can learn from professional football when it comes to insistent clients looking to take a dive…

Please bring back the Pensioneer Trustee Paul Darvill: Please bring back the pensioneer trustee Dear Minister One area I would ask you to review is the return to a mandatory […]

Survival of the fittest

Size and scale are increasingly being seen as crucial qualities for a SIPP business but, argues Graham Muir, those two factors alone do not necessarily […]

Bulk SSAS take-overs are on the increase

Despite some recent negative publicity, says Paul Darvill, a well-run SSAS can be a valuable planning tool for a small business and there is still […]

Acquisition of Attivo SIPP and SSAS admin

Talbot and Muir will take over the duties and responsibilities relating to SIPP and SSAS administration previously assumed by Attivo Financial Services Limited, at the […]

Talbot and Muir launch new SIPP product

The Talbot and Muir SIPP will replace the existing product range that includes Elite Retirement Account (ERA) and Simple Retirement Account (SRA), will have no […]

Thoughts and Musings #1 – Graham Muir

Square pegs…. Mark Twain once said ‘Get your facts first, then you can distort them as you please’. While it would be a gross distortion […]

BBC Radio 4 Moneybox – SIPPs

Paul Lewis discusses capital adequacy in SIPPs in relation to fixed term deposit accounts in his weekly show on Radio 4. He also discusses gift […]

Best SIPP offering award

We have been recognised as providing the Best Sipp Offering – Commercial Property at the second annual Money Observer Pension Awards 2015. Talbot and Muir came […]

Taper troubles: how to prepare for annual allowance changes

Claire Trott Head of pensions technical at Talbot and Muir When calculating earnings in order to work out the amount of tapering on the annual […]

Employers fear taper ‘nightmare’ as deadline looms

Almost nine out 10 employers want the government to scrap the annual allowance taper, according to research by Hargreaves Lansdown, which has warned of an […]

Mount Sterling Wealth launch SIPP

Mount Sterling Wealth (MSW), the independent financial advisers, have launched their own white labelled full self invested personal pension (SIPP) through Talbot and Muir. MSW is one […]

Making in-specie contributions into pensions

If a client is looking to make increased contributions into their pension to beat the reduction in annual allowance but they don’t have the cash, […]

Talbot and Muir fund raising for Barnado’s

Talbot and Muir are sponsoring the tournament and providing a trophy for the winners. The tournament will take place at a local sports centre near their […]

Industry split on likelihood of two-tier Sipp market

The industry is split on the likelihood that the self invested personal pension market will divide into those specialising in higher-risk investments for high-net-worth investors […]

When and how to use SSAS loan backs

For clients who own their company and have a SSAS, loan backs can provide useful short-term funding for the business. But care has to be […]

Simple Retirement Account Doubles DFM Access

Simple Retirement Account now offers access to 14 DFM partners.

Pensions freedom technical issues begin to surface 

Advisers are dealing with some sticky technical issues associated with pensions freedom and choice, writes Claire Trott Read more on Professional Adviser IFAonline

Sipp and Ssas firm upgrades adviser website 

Self-invested pension scheme provider Talbot and Muir has upgraded its website to help advisers cut down on time spent on administration Read more on

Online enhancements announced at Talbot and Muir

Talbot and Muir has unveiled a suite of website upgrades to aid advisers and to take account of the new pension changes. These include a […]

Altmann announced as pensions minister

Ros Altmann has been confirmed as the new pensions minister, having been told by prime minister David Cameron that she would be given a peerage […]

Think-tank calls for private pension age to increase

Pensions analyst Michael Johnson has called for an increase in the age at which people can access their tax-free lump sum as part of a […]

A guide to the pension lifetime allowance changes

Changes to the lifetime allowance – the maximum pensions savings you can build up without a tax charge – come into force on 6 April […]