AJ Bell

Displaying items by tag: AJ Bell

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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Thursday, 02 October 2014 10:49

Death tax: Sipps firm creates graphic to simplify changes

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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Thursday, 18 September 2014 10:32

Xafinity recruits AJ Bell manager to boost Sipp and SSAS team

James Cannon has been recruited as Xafinity's business development manager

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

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Thursday, 07 August 2014 09:41

Morrison Blog: Doubtful if new Capital Adequacy rules are progress

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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Tuesday, 24 June 2014 11:02

Morrison Blog: Intricate questions still hang over pension reforms

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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Wednesday, 18 June 2014 15:46

Guidance guarantee: Route map letter proposed

Mike Morrison, head of platform technical at AJ Bell

A pensions expert says it makes sense for retirees to be given a written 'route map' as the Government works out how it will provide its promised free, impartial guidance.

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Friday, 23 May 2014 15:00

Morrison Blog: Poor investment decisions pose a threat to pensions

Over the last few weeks I have been lucky enough to do a number of sessions addressing financial advisers, either at their team meetings or under the guise of the IFP, PFS or IOFS. The hot topic? Without question the proposed Budget changes and the opportunities and possible pitfalls that the new regime might hold.

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Friday, 25 April 2014 11:34

Morrison Blog: how do we get people to put money into pensions?

The dust is settling on George Osborne's pension proposals, and now that we have passed the tax year end and the Easter holidays I am sure we will see reams of research and, hopefully, product innovation.

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Monday, 31 March 2014 12:34