A J Bell appoints new Business Development Manager Read more >>> 28 June 2010
A J Bell today announces the appointment of David Walker as Business Development Manager for Scotland and Northern Ireland. Mr Walker has more than 20 years financial services experience. Prior to joining A J Bell he spent 13 years with Skandia as an Executive Consultant, responsible for the promotion of all of their products. Prior to this he was with Eagle Star for 9 years.
SIPPs lead the adviser move to online dealing Read more >>> 22 March 2010
A J Bell today reveals the extent to which advisers have embraced online dealing with 95% of all Sippcentre deals, through its in-house dealing platform, carried out online in February 2010. At launch, in August 2009, online deals accounted for a little over 80% of adviser activity.
Higher rate tax relief – use it before you lose it Read more >>> 1 March 2010
A J Bell today encourages savers to plan their pension contributions to ensure that they benefit from higher rate tax relief whilst it is still available. The Government announced, in the 2009 Budget, their intention to introduce measures to reduce the tax relief on pension contributions available for those earning more than £150,000 per annum.
A J Bell welcomes Transfer Trap removal Read more >>> 26 February 2010
A J Bell today welcomes the long awaited release of regulations removing the Transfer Trap from the anti-forestalling rules. Prior to this change, pension savers who benefited from protection of their existing regular contributions lost this if they transferred to another pension scheme.
Remove the transfer trap Read more >>> 29 January 2010
A J Bell today calls on the Government to make good on their pledge to remove the Transfer Trap from the anti-forestalling rules.
A J Bell launches online video channel SippTalk.tv Read more >>> 11 January 2010
A J Bell, one of the UKs largest SIPP providers and stockbrokers, today announces the launch of SippTalk.tv an online video channel for advisers and pension savers. This new service is now available at www.sippcentre.co.uk and www.sipptalk.tv.
A J Bell clears up confusion re anti-forestalling changes Read more >>> 11 December 2009
In Wednesdays Pre-Budget Report Alistair Darling announced that employer contributions must be included in the income calculations of those higher earners affected by the anti-forestalling restrictions on pensions tax relief. There was some ambiguity in the Pre-Budget Report Notes as to whether this change took immediate effect.
A J Bell break through 40,000 SIPPs Read more >>> 5 October 2009
A J Bell has today announced that they have broken through the 40,000 mark for the number of SIPPs on their platform, reaffirming their position as the 3rd largest SIPP provider in the UK.
A J Bell critical of HMRC stance on post Budget pension contributions Read more >>> 29 May 2009
A J Bell, one of the UK's largest SIPP providers has criticised HMRC for adopting a tough line on contributions received after Budget day on 22nd April 2009. HMRC has confirmed that where a cheque was sent or the process of payment started before Budget day but payment was not completed until on or after, contributions must be treated as payments made after 22nd April. This raises the prospect of a potential charge to the new Special Annual Allowance tax charge.
Volatile market adds weight to demands for review of ASP tax Read more >>> 23 March 2009
A J Bell, one of the UKs leading SIPP providers, believe that the current volatile market conditions increases the financial burden on consumers and adds weight to the demand for reducing the tax on lump sum payments on death in Alternatively Secured Pension (ASP) from 82% to 55%.
Proposal to reduce ASP tax on death Read more >>> 12 March 2009
Two of the most controversial areas of debate in the run up to April 2006 were the tax treatment of residual Alternatively Secured Pension funds on death and the proposal to allow pension schemes to invest in residential property.
SIPPs to invest in UK residential property Read more >>> 12 March 2009
Two of the most controversial areas of debate in the run up to April 2006 were the tax treatment of residual Alternatively Secured Pension funds on death and the proposal to allow pension schemes to invest in residential property.
A J Bell appoints new Managing Director Read more >>> 26 August 2008
A J Bell today announces that Richard Taylor has been appointed as Managing Director of A J Bell Pensions, responsible for its SSAS and SIPP business. He will work alongside Charles Galbraith who is Managing Director of Lawshare, A J Bell's stockbroking arm.
SIPP cost allegations naive Read more >>> 3 July 2008
A J Bell one of the UKs largest SSAS and SIPP providers believe that a greater understanding of SIPPs is required with many general allegations of high cost being naive.
Abolition of survivors pension requirement Read more >>> 5 June 2008
Andy Bell, actuary and Chief Executive of A J Bell, welcomed the announcement, made last night by James Purnell, the Secretary of State for the Department of Work and Pensions, that the requirement to provide a survivor's pension from protected rights is to be removed at the same point as the other restrictions on protected rights are abolished. The DWP is currently planning to implement these changes in 2012.
A J Bell Group appoints new Marketing Director Read more >>> 29 April 2008
A J Bell one of the UKs largest SSAS and SIPP providers, today announces the appointment of Billy Mackay as marketing director. Mackay is set to join A J Bell in the summer from Skandia where he has worked for the past eleven years.
A J Bell looks to the Stars! Read more >>> 4 April 2008
As a break from the well-ordered chaos that is the end of the tax year, the A J Bell Group, one of the UKs largest SIPP and SSAS providers, took time out to look at the star signs of its SIPP and SSAS clients. The results of the two surveys are quite entertaining and illuminating.
A J Bell Group support PMI training initiative Read more >>> 1 February 2008
The A J Bell Group has recently launched a pilot of the Pensions Management Institutes Diploma in Member Directed Pension Scheme Administration (MDPSA), having successfully achieved Approved Centre status for the qualification at the start of this year.