AJ Bell launches stocks and shares LISA

For advised clients

clock • 2 min read

Platform AJ Bell has launched a stocks and shares lifetime ISA (LISA) for advised clients on its Investcentre platform.

 It said it was the second adviser platform to offer a LISA and launched the option after intermediary demand. Advised clients can access the platform's full range of investments, including its Managed Portfolio Service offering both passive and actively managed portfolios.  The firm said advisers can use its regular investment service to avoid dealing charges and there is no set-up fee for the product. There is a tiered annual custody charge based on fund size across all accounts held on the platform including self-invested personal pensions, other ISAs and general investment account...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Pensions

No change to tax-free lump sum is 'welcome' move

No change to tax-free lump sum is 'welcome' move

The chancellor chose to leave the tax-free lump sum unchanged in the Autumn Budget

Holly Roach
clock 27 November 2025 • 3 min read
Budget 25: Pensioners caught in frozen threshold tax trap see 'small bills' written off

Budget 25: Pensioners caught in frozen threshold tax trap see 'small bills' written off

‘Absurd situation’ caused by frozen thresholds and triple lock commitment

Jenna Brown
clock 26 November 2025 • 3 min read
Pensions industry slams salary sacrifice changes as 'counterintuitive' and 'deeply misguided'

Pensions industry slams salary sacrifice changes as 'counterintuitive' and 'deeply misguided'

Responding to the chancellor’s decision to cap salary sacrifice for pensions at £2,000

Holly Roach
clock 26 November 2025 • 9 min read