Freeing up pensions

Will the guidance on pensions announced in the 2014 Budget be fit for purpose? And should accountants be given official license to provide guidance to […]

HMRC unveils new forms to reclaim tax on pensions

HMRC has unveiled three new forms to allow people to claim back overpaid tax after accessing their pension under the new freedoms. Read more on […]

The end of non-advised business

Over recent years we have steered away from taking non-advised business direct from clients but we have decided that now is the time to cease […]

Myth busting: Unpicking death benefit changes

Claire Trott discusses the changes to the death benefit rules announced in September 2014. Read more on Professional Adviser

SIPP investors ‘punished still further’ on cash interest rates

European banking regulations look set to hit SIPP investors’ cash interest rates even harder this year. Jenna Towler gauges provider reaction Read more on Professional Adviser

SSASs: A flourishing market – SSAS survey

Money Management’s annual SSAS market survey. Read more on FTAdviser.com

Guide to Bypass Trusts and Pension Freedoms

FT adviser looks at Bypass Trusts and the Pension Reforms, includes CPD test. Read more on FTAdviser.com

The key pension dilemmas ahead of April

Claire Trott, Head of Technical Support talks about the key dilemmas ahead of the pension reforms in April 2015 Read more on Money Marketing.

Guide to Property in SIPPs

CPD accredited guide to property in SIPPs by FT adviser with comments from Claire Trott. Read the report on FTAdviser

Financial forecasts: what to expect in 2015

New Model Adviser talk to experts on their predictions for 2015, comments from Claire Trott. Read more on New Model Adviser

Sipp sector split to have echoes of decade gone by

The SIPP  market will split into two, one of the leading SIPP providers has predicted, while another believes platform SIPPs will take the majority of business […]

Pensions industry deserves a ‘breather’

The pensions industry needs a post-election breather, although such respite is becoming increasingly unlikely amid debates around the radical new pension freedoms coming in April, […]

Experts warn on looming hike to SIPP charges

Discussion on the likely rise in fees die to the changes due diligence requirements and capital requirements. Read more on Money Marketing

Back to basics: What is a SSAS?

Claire Trott of Talbot and Muir explains the basics of small self administered schemes (SSASs). Read more on Your Money

Graham Muir joins Skiing with Heroes Business Challenge

Graham Muir, Principal of Talbot and Muir, will join a group from First State Investments who will be participating in the Skiing with Heroes Business […]

Like it or lump it ‘flump’ is here to stay

Will Robins discusses the new acronyms brought about by the pension reforms. Read more on Citywire

Autumn Statement: No death tax reprieve for scheme pension payments

The changes announced regarding joint life annuities and guarantee periods in the Autumn Statement doesn’t extend to scheme pensions. Claire Trott, discusses with Will Robins. […]

Provider refuses non-advised transfers amid death tax cuts

Claire Trott reiterates the need for advice when dealing with transfers from defined benefit schemes to take advantage of the new pensions freedoms. Read more […]

Market View: Death tax move will lead to rush of transfers

Claire Trott, Head of Technical Support comments on the changes announced in the Autumn Statement Read more on FTAdviser

Gov’t targets £60m savings from pension freedoms in 2015/16

Following details of the costings for the Autumn Statement, Claire Trott comments on the impact of the Money Purchase Annual Allowance rules. Read more on […]

Industry blasts ‘unfair’ pension death tax reforms

The drawdown death benefit changes favour those that have not needed to access their dependant’s drawdown fund over those that have needed the income. Claire […]

Want a ‘cash machine’ pension? It’ll cost you

Cost associated with pensions reforms are discussed by Katie Morley, with comments from Claire Trott. Read more on The Telegraph

More UK pension savers head for capped drawdown

The FT states “Sales of capped drawdown pensions have surged as individuals who want to start taking pension benefits seek to avoid a lower pensions […]

Advisers call for capped drawdown to remain open

Talbot and Muir’s continuing fight to keep capped drawdown for those that want the contribution flexibility. Read more on Money Marketing Read more on FT […]

How the pensions revolution can land you with a £300 fine

The small print of the new pensions freedom brings with it the chance of fines for not disclosing details to pension providers. Read more on […]