Aj Bell

It’s time for a rethink on DB pension transfer advice

Carbon Financial Partners took home the inaugural Adviser Firm of the Year (UK) trophy at the 2015 Professional Adviser Awards, which recognises excellence across adviser firms, providers, platforms and asset managers.

Mike Morrison asks: Why bother with UFPLS?

This week's events, hires (and a joke)

AJ Bell has called for simplification of the rules governing uncrystallised funds pension lump sums (UFPLS) and said demand for the option may not exist in the retail market.

All this week's key events, hires and fires (plus a quick joke)

SIPP investors ‘punished still further’ on cash interest rates

Fiona Murphy takes a closer look at the Financial Conduct Authority's (FCA) capital adequacy reforms, thematic review and ‘Dear CEO' letter for SIPP operators.

Satisfaction guaranteed? Post-Budget pension pot investing

AJ Bell is aiming to start converting existing fund holdings on the platform to the clean share class equivalents in the final quarter of the year.