Our continued support to you…

To say that we live in uncertain times, seems a bit of an understatement at the moment.  But one thing can be certain of, is […]

Pension Fund Property Insurance – Q&A

Pension Fund Property Owners’ insurance should be seen as a personal and intimate form of insurance, compared to other types of general insurance as it […]

SSAS Loanback Q&A

Download PDF –  SSAS Loanback Q&A  Small self-administered scheme (SSAS) queries have continued to rise over the course of the past month, particularly in relation […]

Focus 129 – 6 Key Property Questions

In our experience, financial advisers and their clients occasionally have concerns about putting a commercial property into their pension scheme. Below we have listed some […]

Talbot and Muir’s Statement Following Government Coronavirus Advice

COVID-19 (Coronavirus) Please visit www.talbotmuir.co.uk/covid19    

Focus 128 SSAS Loanback – Case Study

Download PDF SSAS Loanback case study Background John and Jane run a successful limited company and are looking to secure finance in order to further […]

Focus 127 – SSAS and SIPP Property Insurance

Download PDF – 10 Reasons Why to Join Talbot and Muir’s Insurance Scheme SSAS and SIPP Property Insurance We are pleased to announce that with […]

Focus 126 – SIPP property purchase case study

SIPP property purchase case study Jan 2020 SIPP Property purchase case study Funding the purchase Contributions (personal/employer and can utilise carry forward if available) Transfers […]

Acquisition of the Pension Partnership Limited

We are delighted to announce that on the 29th November we acquired The Pensions Partnership Limited a Leeds based SIPP and SSAS administration business.  This […]

Focus 125 – Wake Up Packs

As part of the FCA’s Retirement Outcomes Review initiative to improve consumer engagement with their retirement decisions, pension providers will be increasing the frequency and […]

We are moving….

We are pleased to announce that due to our continued growth and need for more space, from Monday 22 July 2019, we will be moving […]

Focus 124 – Free SSAS Review

SSAS Failings Back in 2015 we launched a free SSAS review service for you and your clients.  This was due to us seeing many SSAS […]

Focus 123 – HMRC Guidance and LTA Change

SLA Increase With the start of a new tax year now in sight, the Treasury have now formalised the increase in the Standard Lifetime Allowance […]

Focus 122 – Non Standard Investments (NSIs) – Questions that should be asked of SIPP providers

The hot topic currently within the SIPP world is ‘non-standard assets’ (NSIs) and more particularly the rise to prominence of the so called ‘toxic’ NSIs […]

Focus 121 – The Cost of Delay

In recent times, we have seen further consolidation with larger providers taking over troubled firms, which in many cases may not be seen as an […]

Focus 120 – Pension provision for members in Ill Health

Pension provision for members in Ill Health Should a pension scheme member become permanently unable to carry out their current occupation they may be entitled […]

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 […]

Financial strength couldn’t be more important.

You may have seen recent media coverage on our continued growth, these financial results are as a result of the working relationship that we have […]

Focus 118 – Polarisation of SIPP Market

Bill Gates famously said “the first rule of any technology used in a business is that automation applied to an efficient operation will magnify the […]

Focus 117 – Loanback Securities (Residential Property)

For some time we have not permitted a first charge security over residential property for Loanbacks from our Small Self Administered Schemes (SSAS). Following initial legal […]

FOCUS 116 – BULK TRANSFERS

For the last 18 months we have seen a significant increase in enquiries from advisers looking to transfer existing SIPP business to ourselves. The type […]

Focus 115 – Website Enhancements

We constantly review how we work with you to ensure we are continuing to provide the best possible service and support. As part of our […]

Focus 114 – Expression of Wishes

Have you spoken to your client about the completion of an Expression of Wishes form? We are at the start of a new tax year […]

The Money Marketing Awards 2018 Shortlist

  We are delighted to announce that we have been named on the shortlist for two of the Money Marketing coveted awards: Best Pensions Provider […]

Focus 113 – In-specie Contributions

HMRC loses case regarding In-specie Contributions  You may have seen recent articles in the financial press detailing the decision of the First Tier Tribunal in […]