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Aj Bell

AJ Bell platform AUM up 7% to £68.8bn as inflows rise by £2bn

Your profession

AJ Bell platform AUM up 7% to £68.8bn as inflows rise by £2bn

Customer numbers up by 7% in the first half to 455,008

clock 25 May 2023 • 1 min read
Are retirement savers missing a trick with the lifetime ISA?

Tax Planning

Are retirement savers missing a trick with the lifetime ISA?

Lifetime ISA effectively a stalking horse for pension reform

clock 18 May 2023 • 4 min read
New tax rules and the now insurmountable case for an ISA

Tax planning

New tax rules and the now insurmountable case for an ISA

Huge spike in ISA use expected this in the next year

clock 04 May 2023 • 3 min read
AJ Bell calls for radical ISA overhaul to encourage saving

ISAs

AJ Bell calls for radical ISA overhaul to encourage saving

Call to simplify tax-free investment products to boost retirement savings

clock 27 April 2023 • 3 min read
Pensions and divorce — planning for the future in three key points

Tax planning

Pensions and divorce — planning for the future in three key points

Making a fresh start in the new tax year

clock 25 April 2023 • 3 min read
Another spin of retirement roulette for pension savers

Pensions

Another spin of retirement roulette for pension savers

Is it finally time for an independent Pensions Commission?

clock 13 April 2023 • 5 min read
TPO orders AJ Bell to compensate client after £10k transfer error

Regulation

TPO orders AJ Bell to compensate client after £10k transfer error

Client had requested a full cash transfer from Nucleus to AJ Bell

clock 22 March 2023 • 2 min read
Government must bring clarity to childcare provision

Tax planning

Government must bring clarity to childcare provision

Childare will be a key policy point at the next general election

clock 21 March 2023 • 4 min read
Pension savers can keep protected tax-free cash, HMRC confirms

Pensions

Pension savers can keep protected tax-free cash, HMRC confirms

Comes after abolition of LTA in Budget with tax-free cash limit

clock 17 March 2023 • 2 min read
MPAA: Why do we need the money purchase annual allowance?

Pensions

MPAA: Why do we need the money purchase annual allowance?

Current set up creates problems rather than solving them

clock 15 March 2023 • 3 min read
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