Oval SSAS book acquired
With immediate effect, we will take over the duties and responsibilities previously assumed by Oval Financial Services. The acquisition adds approximately 200 SSASs to our current portfolio of […]
SSAS administration business from Oval Financial Services Ltd acquired
Talbot & Muir, the independent Self Invested Personal Pension (SIPP) and Small Self Administered Scheme (SSAS) specialist, has continued its expansion plans with the acquisition of the […]
SSAS Strategies: Create liquidity for successful succession planning
Given a husband and wife’s desire to pass on their printing business to their sons, update its machinery and create liquidity for their retirement, a […]
Choosing a drawdown provider: Your due diligence checklist
Claire Trott, Head of Technical Support writes about choosing a provider for drawdown clients. Read more on Professional Adviser
Response to 2014 Budget Consultation
Claire Trott, Head of Technical Support comments: Pension ages “The age at which private pension saving can be accessed should not be tied to state pension age. […]
Guidance conundrums
Claire Trott, Head of Technical Support talks to FT Adviser about the proposed guidance guarantee announced in the 2014 Budget. Read more on FT Adviser
Talbot and Muir partners with Rathbones
Talbot & Muir, has partnered with Rathbones to provide access to their discretionary fund manager offering for clients of the Talbot & Muir Simple Retirement Account […]
Talbot and Muir Partners with Quilter Cheviot
The partnership with Quilter Cheviot, one of the UK’s largest independently owned discretionary investment management firms, is effective immediately and they join 5 others on […]
Survey reveals increased demand for flexible drawdown
Talbot & Muir, the independent SIPP and SSAS specialist has extended their flexible drawdown offering to include their Simple Retirement Account following Budget changes and […]
SIPP Strategies: Farmers’ son reaps benefits from father’s SIPP holdings
When farmer Simon dies, the Sipp he set up recently allows his son George to inherit in specie his pension savings and a plot of […]
Talbot and Muir sees 20% jump in SSAS business
Nathan Bridgeman, Principle and Sales Director talks about the increase of SSAS cases year on year. Read more on FTAdviser Read more on Financial Planner […]
Sipp Strategies: A lesson in flexibility to finance growing family
A retired teacher can use flexible drawdown to give her daughter and granddaughter financial help if she transfers her private pension and teacher AVCs into a […]
Money Management SSAS Survey
The annual SSAS survey from Money Management with details of Talbot and Muir SSAS product. Read more on FTAdviser
Permitted investment list could stifle innovation
Permitted investment list could stifle innovation
Claire Trott, Head of Technical Support talks to Professional Adviser about the suggestion that a permitted investment list is reintroduced into the SIPP market and […]
SIPPS: Hopes and fears for 2014
Claire Trott, Head of Technical Support talks about the hopes and fears for the SIPP industry in 2014 with other SIPP professionals Read more on […]