Displaying items by tag: Claire Trott
Wednesday, 26 July 2017 15:11
Claire Trott: We live in hope of no rise for normal minimum pension age
I went into a meeting for only a couple of hours and come out to find out that for many the state pension age will be 68 rather than 67 as they were expecting, for me however there is no change – well not yet anyway.
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Friday, 23 June 2017 15:07
Claire Trott: Advisers on DB defensive before FCA noticed
The FCA this week revealed plans for changes on DB transfer advice, including scrapping guidance that the adviser should start from the assumption that a transfer will be unsuitable.
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Thursday, 25 May 2017 16:04
Claire Trott: SSAS looks like it will be caught in regulatory trap
Pensions are at the mercy of many areas of legislation and the unintended consequences of this seems to be hitting areas of pensions more and more and things get even more complicated.
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Wednesday, 25 January 2017 11:43
Claire Trott: Provider blame should shift to member or adviser
I have just been reading the appeal of an unauthorised payment charge on a Sipp member where an investment was made into a company and from this investment a loan was made to the member.
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Wednesday, 14 December 2016 11:59
Claire Trott: Hiring hard enough without gender diversity goals
Today saw the release of the ‘Women In Finance’ charter and although I haven’t really been engaged in the production of this, I decided as a woman, maybe I should take a look to see if I was missing out on something that might change my life or the life of my colleagues.
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Monday, 14 November 2016 12:23
Claire Trott: Retrospective changes could destroy pensions
Twice a year, every year for the last ten years, I have had the discussion with my peers about tax free cash, or to give it its correct legislative name, pension commencement lump sum, and if it will lose its tax free status in the next announcement.
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Thursday, 01 September 2016 09:24
Sipps specialist Claire Trott exits Talbot and Muir
Sipps specialist Claire Trott is leaving Talbot and Muir, the company revealed this morning.
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Wednesday, 10 August 2016 11:19
Claire Trott: Sipp sales to just 1 or 2 big players is big concern
2016 has been another year of consolidation in the Sipp industry, this can be seen as good or bad depending on who you are and more importantly, where the Sipps end up.
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Monday, 11 July 2016 12:49
Claire Trott: Something good must come out of Brexit mess
I decided to try and avoid the Brexit vote for a little longer and thought the best way to do this was to run a marathon around a forest.
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Tuesday, 14 June 2016 17:44
Claire Trott: Too many blame SIPPs for every pension problem
It seems today that if there is a problem with pensions or if people are looking for someone to blame for people losing money, then SIPPs seem to be at the front of the line.
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