Adviser Update – Exciting News

We wanted to let you know the exciting news that we have agreed to become part of the Curtis Banks Group, subject to completion and […]

We have today agreed to become part of Curtis Banks

We have today agreed to become part of Curtis Banks, one of the UK’s largest independent SIPP operators, subject to completion and regulatory approval. Read […]

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 […]