Nucleus Financial Platforms (Nucleus), one of the UK’s leading independent adviser platforms, is pleased to announce that its acquisition of the Curtis Banks Group (Curtis […]
Nucleus acquisition of Curtis Banks, creating £80bn adviser platform group, receives all regulatory approvals Nucleus Financial Platforms (Nucleus), one of the UK’s leading independent adviser […]
We continually strive to deliver an inclusive service for all. Everyone has the right to, and should be treated fairly no matter who they are […]
The introduction of Consumer Duty takes consumer protection within financial services, to the next level. Further enhancing the focus on delivering good customer outcomes through […]
Read our latest article written by Gemma Fenton, Business Development Consultant about the advantages of using SSAS. ILP Moneyfacts
You may already be aware of the ‘stronger nudge’ regulations coming into force on 1 June 2022. The new rules are designed to encourage more […]
A lasting power of attorney (LPA) is a legal document that lets your client appoint one or more people, known as ‘attorneys’ to help them […]
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, one of the UK’s largest independent SIPP operators, subject to completion and regulatory approval. Read […]
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 Owners’ insurance should be seen as a personal and intimate form of insurance, compared to other types of general insurance as it […]
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 […]
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 […]
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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 […]
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 […]
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 […]
Sipp provider Talbot and Muir has acquired The Pensions Partnership Limited, the pensions administration business run by advice firm […]
Talbot and Muir has acquired the self-invested personal pension and small self-administered scheme business The Pensions Partnership from Group IFA. The acquisition will add 380 […]
SIPP and SSAS provider Talbot and Muir has acquired Leeds-based SIPP and SSAS administration business The Pensions Partnership from adviser firm Group IFA for an […]
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 […]
Guide to setting up a SSAS: In this article Paul Darvill Administration and Technical Director looks at the structure and use of a SSAS and […]
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 […]
Many clients have started looking on their pension pots as a long-term IHT Planning tool, enabling assets to cascade down the generations: Professional Paraplanner 29 […]
The firm has had an increase in demand Financial services firm Talbot and Muir has doubled its footprint in Nottingham after taking on a new […]
