Press and Media

Pension balancing act could see retirement perks cut

Michelle McGagh looks at the possible price that could be paid for the new pensions flexibilities. Read more on The Lolly from Citywire Money.

Talbot and Muir launch new interactive website

Created with the user experience firmly in mind, the website has been designed using the latest technology so the site is compatible with today’s browsers […]

Chancellor delivers another blow to annuity market

Today’s (29 September) announcement that the 55 per cent ‘death tax’ on pensions is set to be abolished was welcomed by providers, however several warned […]

Digging deeper into the pension reforms

Claire Trott, Head of Technical Support takes a closer look at the intricacies of Budget reforms Read more on Professional Adviser.

SSAS customers risk devastating tax hit under new anti-liberation rules

Changes to the guidance on what constitutes a fit and proper pension scheme administrator designed to combat pensions liberation could have implications for those administering […]

MP: ‘Pensioners need help on pension flexibility’

Savers could face heavy penalties under the changes to pension flexibility, Gregg McClymont has warned. Claire Trott, Head of Technical Support comments. Read more on FTAdviser

Guide to Pension Liberation

“Pension liberation” has recently been rebranded as “pension scams”; the former aspirational label has been replaced with the harsh reality. Any scheme which offers money […]

Advisers in pensions advice limbo

Claire Trott, Head of Technical Support talks about the challenges currently facing advisers. Read more on FTAdviser

Advisers concerned about continued pension tinkering

The raft of changes due to come into effect on 6th April 2015 and the temporary relaxation of some current rules are causing advisers to second guess […]

Dear CEO: What the latest SIPP reforms mean

Fiona Murphy takes a closer look at the Financial Conduct Authority’s (FCA) capital adequacy reforms, thematic review and ‘Dear CEO’ letter for SIPP operators. Comments […]

Political Stage – Stranded

The Financial Conduct Authority’s new regime for self-invested personal pensions is flawed reports Ceri Jones, financial journalist. Comments from Claire Trott, Head of Technical Support […]

Income drawdown Survey August 2014: Trouble ahead?

Charlotte Richards reviews income drawdown products and providers whilst looking at the industry as a whole. Comments from Claire Trott, Head of Technical Support. Read […]

Guide to Sipp Charges

Given the spotlight the Financial Conduct Authority recently through on mortgage borrowers being trapped by lenders, many Sipp providers FTAdviser has spoken to expect a […]

Sipp Strategies: Use Budget rules to pay off mortgage with pension

Julie can use her Sipp to pay off her mortgage without compromising her death benefits if she waits until April 2015 to take an uncrystallised […]

New pensions access regime allows savers to avoid death tax

Incoming pensions tax rules could allow savers to avoid paying a death tax charge on their unused savings, according to experts. Comments from Claire Trott, […]

Providers praise solution to pension freedom tax loophole

Claire Trott, Head of Technical Support talks to FT Adviser about the money purchase annual allowance rules announced in the Governments response to the Flexibility […]

‘Shocking’ findings in Sipps thematic review

Claire Trott, Head of Technical Support discusses the outcome of the regulator’s third thematic review into self invested personal pensions and the consequences in the market. […]

Guide to Income Drawdown post-Budget

Claire Trott, Head of Technical Support talks to FT Adviser about the upcoming changes to drawdown following the 2014 Budget announcements. Read more on FT […]

Divorcing pensions from the lawyers

Claire Trott of Talbot and Muir argues that financial advice should be an integral part of the divorce process. Read more on Your

PA Debate Result: 75% say retirees will not make informed retirement plans

Claire Trott, Head of Technical Support joins the debate on the new retirement options. Read more on Professional Adviser

Talbot and Muir acquires SSAS admin business

Talbot and Muir has continued its expansion plans with the acquisition of the employees, clients, and assets of the SSAS administration business of Oval Financial Services Limited. Read […]

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. […]