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Talbot & Muir announces tie up with Quilter Cheviot
Talbot & Muir has partnered with Quilter Cheviot to provide access to their discretionary fund management offering for clients of the Talbot & Muir Simple Retirement Account.
The partnership with Quilter Cheviot, one of the UK's largest independently owned discretionary investment management firms, is effective immediately and they join five others on the SRA panel.
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The Talbot & Muir SRA offers one bank account and one discretionary fund manager portfolio from their panel of DFM partners. All this is available with one application form, no set-up fees and an annual administration fee of just £250 plus VAT. Advisers also have a named administrator that they deal with rather than a call centre approach.
Claire Trott, head of technical support at Talbot & Muir, said: "Advisers need products that ease their workloads and cut down the time and resources spent on things like administration, but not to the detriment of the client's investment potential.
"They are looking for a range of pension products that meet the different segments of their client base. The Talbot & Muir SRA, as the name suggests, is simple. It offers high levels of service as you would expect from us and a range of DFMs to suit their individual client's needs."
Quilter Cheviot's head of Sipp Technical Group Pamela Reid said: "The combination of the lower cost Sipp and a truly flexible investment solution helps to make this an attractive option for financial advisers and pension members alike."