News by: William Robins
Markets
Sipp Spotlight: The nuts and bolts of Talbot and Muir
Talbot and Muir’s Flexible Retirement Account offers scheme pension in retirement as well as investment in private equity.
Paraplanner Profile: Rebecca Lucas of Lime Outsourced Paraplanning
Dealing with closed life offices is the most challenging aspect of paraplanning, according to the director of Lime Outsourcing Paraplanning.
The Accumulator: Gareth Reynolds of MGS Financial
MGS Financial’s Gareth Reynolds looks at the bigger picture of a client’s wealth, savings and aspirations to agree on an objective before risk profiling and advising on investments.
Sipp Spotlight: All you need to know about the AJ Bell Platinum Sipp
We look into the AJ Bell Platinum Sipp, the specialist commercial property offering that allows part ownership and syndicated purchases.
Suffolk Life snaps up Pearson Jones' Sipp business
Sipp provider Suffolk Life has acquired advice firm Pearson Jones' Sipp book for an undisclosed sum.
Sipp Spotlight: All about Xafinity
This week the spotlight is on the Xafinity Sipp, which holds 1,200 varied commercial properties in its stable.
Paraplanner profile: Sarah Jubb of Deep Blue Financial
Sarah Jubb talks about the natural progression from administration into a paraplanning role.
The Accumulator: Smythe looks to keep things simple
Lee Smythe of Smythe & Walter uses risk-targeted multi-asset funds in personal pensions and offers a bespoke approach through DFMs for those who require it.
Sipp Spotlight: Running the rule over Rowanmoor
This week the spotlight shines on the Rowanmoor Family Sipp, which offers an unlimited range of fund choice.