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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.

Government responds to A J Bell lobbying
Read more >>> 22 June 2010

A J Bell has welcomed the Government’s reservations and acceptance of the need to review the complex tapered tax relief system for pension contributions.

A J Bell Freedom of Information Request reveals widespread support for reduced annual allowance
Read more >>> 11 June 2010

Figures revealed as part of a Freedom of Information request made by SIPP provider A J Bell regarding the HM Treasury consultation on restricting tax relief on contributions of higher earners have confirmed support for reducing the annual allowance.

A J Bell propose changes needed to rectify Labour Government pensions complexity
Read more >>> 3 June 2010

Andy Bell, Chief Executive of SIPP provider A J Bell, has written an open letter to the new Chancellor George Osborne proposing three simple measures to restore lost confidence amongst investors and their advisers in the pension sector.

HMRC ruling traps income drawdown clients in dated plans
Read more >>> 11 May 2010

A J Bell today expressed disappointment at the news of HMRC’s confirmation that clients aged between 50 and 54 with crystallised benefits are unable to transfer to a new scheme or annuitise without facing unauthorised payment charges.

Pension savers in higher rate tax relief contribution rush
Read more >>> 26 March 2010

A J Bell today announces a four-fold increase in anti-forestalling contributions as savers take advantage of higher rate tax relief on pension contributions before it disappears.

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.

Exchange Traded Fund activity continues to rise
Read more >>> 26 February 2010

A J Bell today announces that there has been a marked increase in Exchange Traded Fund (ETF) trading activity by advisers using its Sippcentre platform.

Advisers back A J Bell call for a reduced annual allowance
Read more >>> 19 February 2010

Feedback from A J Bell's recent run of online SippTalk.tv seminars confirms that advisers back their proposal to reduce the annual allowance.

Progress on ASP reform with Conservative announcement
Read more >>> 2 February 2010

A J Bell today welcomed the Conservative's announcement that it will end compulsory annuitisation at age 75*.

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.

Thousands look to "A Place in the Sun" to avoid ASP tax penalties
Read more >>> 18 January 2010

Figures released as part of a Freedom of Information request made by SIPP provider A J Bell have revealed that almost £½ billion of UK pension funds were transferred to Qualifying Recognised Overseas Pension Schemes (QROPS) in the first two years after A-Day.

A J Bell launches online video channel SippTalk.tv
Read more >>> 11 January 2010

A J Bell, one of the UK’s 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 Wednesday’s 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.

Shift to online dealing sees Sippdeal slash online dealing commission to a flat £9.95
Read more >>> 1 December 2009

A J Bell, the UK’s largest privately owned provider of self administered pensions and stockbroking services, today announces that it has reduced online dealing commission for Sippdeal, its no advice SIPP, to a flat £9.95.  Previously, online dealing costs had varied between £9.95 and £29.95 depending on the size of the deal.

Freedom of Information request shows 82% tax hits take-up of alternatively secured pension (ASP)
Read more >>> 25 November 2009

Less than 3,000 individuals have opted for the alternatively secured pension (ASP) rules introduced on 6th April 2007, according to information obtained by SIPP provider A J Bell under a Freedom of Information request.

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 appoints new Client Services Director
Read more >>> 20 August 2009

A J Bell announces the appointment of Eddie McGuire as Client Services Director.

SIPP a suitable alternative to personal pension
Read more >>> 17 July 2009

99% of financial advisers view online SIPPs as a suitable alternative to personal pensions, according to new research carried out by A J Bell.

A J Bell welcome the Conservative focus on retirement issues
Read more >>> 10 June 2009

A J Bell, one of the UK’s leading SIPP providers, has welcomed Conservative plans to focus on the issues affecting people at retirement, restoring the focus on savings and investment while avoiding the uncertainty and damage caused by unpredictable changes to the tax system.

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.

Conservatives support A J Bell call for changes to ASP tax
Read more >>> 21 May 2009

Mark Hoban, Shadow Financial Secretary to the Treasury has responded to Andy Bell's open letter to Alistair Darling and George Osborne calling for a review of the 82% tax on residual ASP funds on death.

Pension tax relief announcement and a generation burdened with debt
Read more >>> 22 April 2009

A J Bell, one of the UK's largest SIPP providers responds to Chancellor Alistair Darling's decision.

Volatile market adds weight to demands for review of ASP tax
Read more >>> 23 March 2009

A J Bell, one of the UK’s 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 Business Development Manager
Read more >>> 24 February 2009

A J Bell today announces the appointment of Glyn Jones as Business Development Manager for the South East and London.

A J Bell announces strong Q4 2008 SIPP numbers
Read more >>> 27 January 2009

A J Bell today announces an update on its new business figures for the period 1st October 2008 to 31st December 2008.

New year heralds a new look for A J Bell
Read more >>> 7 January 2009

A J Bell today announces details of a new brand structure that will apply to all companies within the group. The new logo and livery will be rolled out over a 12 month period.

Sippdeal launches fixed rate cash special offers
Read more >>> 25 November 2008

Sippdeal today announces that they have launched two special offer fixed rate cash deals with Halifax Bank of Scotland.

Pre budget tax change could act as a disincentive for pension contributions
Read more >>> 24 November 2008

A J Bell, one of the UK’s leading SIPP providers, believe that the new rate of income tax of 45% on income over £150,000 (from 6/4/2011) could act as a disincentive for pension contributions over the short term.

Financial Services Group, A J Bell, Strengthens its board
Read more >>> 2 October 2008

A J Bell Holdings Ltd today announces the appointment of Les Platts as non-executive director and chairman of its audit and risk committee.

Interest in SIPPs on the rise, Adviser registrations up 44%
Read more >>> 29 September 2008

Adviser registrations on A J Bell SIPPcentre are 44% up on the 12 months to September 2008 compared with the same period in 2007. Registrations received in the last 3 months are 98% up on 2007 figures.

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.

SIPPcentre announces regular investment link to Cofunds
Read more >>> 19 August 2008

SIPPcentre, A J Bell’s low cost SIPP offering, announces the latest in a line of enhancements with the launch of a regular investment link to Cofunds.

Advisers and investors grasp SIPP opportunities: new business up 62%
Read more >>> 15 August 2008

Despite volatile market conditions new business continues to boom according to figures released today by A J Bell.

SIPP cost allegations naive
Read more >>> 3 July 2008

A J Bell one of the UK’s largest SSAS and SIPP providers believe that a greater understanding of SIPPs is required with many general allegations of high cost being naive.

A J Bell welcome removal of investment restrictions
Read more >>> 27 June 2008

A J Bell one of the UK’s largest SSAS and SIPP providers today welcome the removal of investment restrictions on protected rights from 1st October 2008.

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 UK’s 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 UK’s 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.

SIPPcentre research highlights wide variances in SIPP charges
Read more >>> 28 March 2008

A J Bell’s SIPPcentre has just released SIPP Market Cost Comparisons, highlighting the very significant SIPP wrapper pricing differentials between a variety of different SIPP providers.

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 Institute’s Diploma in Member Directed Pension Scheme Administration (MDPSA), having successfully achieved Approved Centre status for the qualification at the start of this year.

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