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AJ Bell has been selected by Scottish Investment Trust to take over the running of 6,750 ISA and Dealing Accounts from its Savings Scheme on behalf of 6,000 investors.
Leading investment platform provider AJ Bell has announced the date and speaker line up for its Investival 2017 event.
AJ Bell has appointed Peter Hopkins to the role of Technical Director, with responsibility for overseeing the platforms’ technical support for financial advisers and its involvement in industry consultations.
AJ Bell has appointed Gary Dale as Sales Director of its adviser platform, AJ Bell Investcentre.
The vast majority of financial advisers say they disagree with the current Transfer Value Analysis (TVAS) assumptions used to assess Defined Benefit (DB) to Defined Contribution (DC) pension transfers, as the regulator prepares to launch a major review of its rules.
Ambiguity around the level of the Money Purchase Annual Allowance (MPAA) means HMRC should make the rules regarding refunding pension contributions more flexible, according to AJ Bell.
As voters prepare to head to the polls, Tom Selby, senior analyst at AJ Bell looks at the key Conservative and Labour manifesto pledges on personal finance issues, as well as the major policy initiatives that went unmentioned.
New business inflows at AJ Bell grew 68% to £3.6bn during the first six months of its financial year (1 Oct 2016 – 31 March 2017) up from £2.1bn in the prior year.
AJ Bell has launched an online Due Diligence Hub that outlines the key areas advisers should focus on when selecting the right investment platform for their clients’ needs.
Stock markets are bubbling up again, with America’s NASDAQ, the UK’s FTSE 250 and Germany’s DAX all setting new record highs this week. Hopes for some details this week on President Trump’s long-awaited tax cuts are one reason why.

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