AJ Bell has launched a retirement investment account (RIA) designed to suit advised clients with pensions of about £250,000.
The provider said the RIA was a low-cost pension, with annual fees of 0.25% for pots up to £500,000 and 0.20% on assets of more than £500,000. The account is available alongside the firm's self-invested personal pension on the AJ Bell Investcentre platform The RIA includes tools to help advisers with investment analysis, bulk dealing, regular investments, cash management and capital gains reporting. The investment options include full access to AJ Bell's Funds & Shares Service alongside its Managed Portfolio Service, Retirement Portfolio Service and its multi-asset funds. The R...
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