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AJ Bell, one of the UK’s leading investment platforms operating in both the direct-to-consumer and advised markets, has appointed Laura Carstensen to its Board as non-executive director as it prepares to list on the London Stock Exchange.
Next month (6 April 2018) is the third anniversary of the pension freedoms and new research* from AJ Bell shows that:
Investors have exactly three weeks today to make the most of this year’s £20,000 ISA allowance before the end of the tax year. Ryan Hughes, head of active portfolios at AJ Bell, analyses the funds that could be considered by ISA investors with three different attitudes to risk and one for income seekers:
“The FTSE 100 looks to be stabilising in the wake of February’s sudden sell-off but the index is still trading some 7% below the all-time closing high of 7,779 reached two months ago. It is being helped by a slight retreat in Government bond yields, where an increase had threatened to suck some cash away from stocks, and especially sterling, whose gains in late 2017 had threatened to unpick the simple, post-Brexit-referendum narrative of pound down/FTSE 100 up,” says Russ Mould, AJ Bell Investment Director.
As the Lifetime ISA (LISA) approaches its one year anniversary, analysis from AJ Bell shows that many LISA investors are responding to rising inflation and seeking value in funds. Cash holdings, which accounted for 46% of all LISA holdings in September 2017, have fallen by 13% in the past 5 months whilst fund holdings have enjoyed a 10% rise over the same period.
“Although Chancellor Philip Hammond failed to stick to the planned 15-minute script, he stayed ‘on message’ otherwise, reaffirming the Government’s commitment to reducing the annual budget deficit and the £41 billion annual interest bill on the overall national debt,” says Russ Mould, AJ Bell Investment Director.
Analysis of investment trends via AJ Bell Youinvest (www.youinvest.co.uk) so far this ISA season shows:
AJ Bell has launched four new portfolios within its Managed Portfolio Service (MPS) that are targeted to provide a specific level of income. The income portfolios have been launched in response to the ongoing demand for income solutions from advisers and their clients and will be particularly relevant to income drawdown clients.

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