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AJ Bell

Displaying items by tag: AJ Bell

A ruling from the Pensions Ombudsman regarding a Sipp could make it harder for providers to stop customers from transferring to possible scam schemes, an expert believes.
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Plans to allow the resale of existing annuity contracts increase the danger of people getting misled by fraudsters, a Sipp provider has warned.
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As is often the case, come springtime I was asked whether there would be any changes in the upcoming 2014 budget. I thought about it, taking into consideration where we were with pension reform and with a General Election on the horizon, and I categorically said "No – too near to the Election." The rest is history!

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Nearly two thirds of financial advisers fear that the pension reforms will be axed if the Government changes at the General Election, research suggests.

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In this brave new world of pension freedoms, people will have far more choice regarding what they want to do with their pension funds.

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Monday, 13 October 2014 12:52

AJ Bell sells out its 'Investival' conference

All 300 tickets for AJ Bell's annual 'Investival' Investment Conference at London's Millbank Tower on 20 November have already been snapped up by advisers.

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A Sipps firm has attempted to simplify the major announcement on death tax changes made this week by creating an explanatory graphic for use by advisers.

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An adviser relationship manager from AJ Bell has left to bolster Xafinity's Sipp and SSAS sales team.

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The best part of two years is a long time to wait for the result of a consultation, and you would expect to see some progress after that sort of delay.

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The Chancellor's Budget statement on pensions was unexpected and has been described as one of the most radical changes for many years.
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