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Aj Bell

uncategorised

Key points reminder

Billy Mackay discusses a recent tribunal case affecting inheritance tax and pensions

clock 25 June 2010 •

uncategorised

HMRC ruling severs clients from pension benefits 'for years'

Advisers have warned a significant number of their drawdown clients will be stuck in poor value pension schemes for years to avoid a 55% tax penalty the HMRC assured providers "wouldn't be an issue".

clock 13 May 2010 •

uncategorised

High SIPP exit fees 'breach TCF'

SIPP exit fees have become so high they are breaking TCF obligations, according to Dentons Pensions Management.

clock 22 April 2010 •

ETFs

ETF trading increases among advisers using SIPP platform

ETF trading activity has significantly increased among advisers using the A J Bell Sippcentre platform.

clock 01 March 2010 •

Pensions

Fact or fiction?

Billy Mackay attempts to cut through the confusion regarding SIPP flexibility

clock 25 February 2010 •

Pensions

Q&A: AJ Bell's Billy Mackay

Retirement Planner caught up with AJ Bell's marketing director Billy Mackay to discuss their recent win at the Professional Adviser Awards

clock 25 February 2010 •

uncategorised

ASP penalties push QROPS transfers

Almost half a billion pounds of pension funds were transferred abroad in the first two years after pensions simplification to escape alternatively secured pension tax penalties, A J Bell says.

clock 18 January 2010 •

Investment

The Big Question

Each month we ask leading industry figures to answer one big question

clock 13 January 2010 •

Income

'Irrational' 82% tax hitting ASP popularity

Less than 3,000 people have taken out an alternatively secured pension (ASP), according to AJ Bell.

clock 11 December 2009 •

Investment

Austrian TEP provider links with UK IFAs

AVD, the Austria-based provider of traded endowment policies (TEPs), is launching in the UK.

clock 10 December 2009 •
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