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Claire Trott

Displaying items by tag: Claire Trott

Friday, 06 November 2015 09:38

Sipp specialist Talbot & Muir joins Origo service

Origo, the e-commerce standards and services body for the financial services sector, has signed up Talbot & Muir as its 75th brand for the Options Transfers service.
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A pensions specialist has been handed a position on Sipp and SSAS firm Talbot and Muir’s board.
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Special breakfast events to help advisers untangle the web of rule changes to pensions – particularly their impact on Sipps and SSAS - will take place in April.
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A specialist Sipp and SSAS firm believes those with money purchase scheme pensions will be losing out under the retirement revolution.
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The new pensions service will "fall significantly short of the promise of face to face guidance for all" due to the lack of centres providing it, an expert has warned.
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Talbot and Muir, the Sipp and SSAS provider, has reported a surge in the number of advisers calling it's Technical Team to discuss capped drawdown and their desire for it to remain post April.

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Tuesday, 17 December 2013 00:00

Sipps specialist warns about protection options

A Sipps specialist has warned that failing to make clients aware of options to protect their pensions against significant tax charges could haunt them in future.
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Tuesday, 26 November 2013 17:33

Claire Trott to join Talbot & Muir on 5 December

Claire Trott is leaving Suffolk Life to join rival Talbot & Muir as head of technical support from 5 December.
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Sipp provider Suffolk Life has called on planners and their clients to consider fixed and individual protection for 2014 as early as possible.
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