Webinars
'Pension series' Lifetime allowance - 3) Tom Selby
Tom Selby, AJ Bell's Head of Retirement Policy, discusses the lifetime allowance for pensions and how pension tax relief works, before answering a Q&A.
Webinar | Thu, 18/08/2022 - 11:29
'Pension series' Life events – 2) Lisa Webster
Lisa Webster, AJ Bell’s Senior Technical Consultant, discusses the life events which may impact how you think about your pension, including marriage, children and death benefits, and what you could do to plan for this.
Pensions, Webinar | Tue, 09/08/2022 - 16:59
'Pension series' Tapered annual allowance – 1) Charlene Young
Charlene Young, AJ Bell’s Pensions and Savings Expert, discusses saving into your pension, tapered annual allowance, income thresholds and carry forward, before answering a Q&A.
Pensions, Webinar | Tue, 02/08/2022 - 09:52
'Value investing: how to find relevant stocks, funds and trusts' webinar – 1) Dan Coatsworth
Dan Coatsworth, AJ Bell Stock Market Analyst, provides an overview of how to find stocks, investment trusts, funds and ETFs that fit the value category.
Webinar | Fri, 08/07/2022 - 10:21
'Value investing: how to find relevant stocks, funds and trusts' webinar – 2) Nick Purves
Nick Purves, Portfolio Manager at Temple Bar Investment Trust, describes his role and discusses long-term empirical and academic evidence about investing in value-style stocks.
Webinar | Fri, 08/07/2022 - 10:18
'Value investing: how to find relevant stocks, funds and trusts' webinar – 3) Simon Adler
Simon Adler, Fund Manager at Schroder Global Recovery, explains the attractions of value investing and how he finds investment opportunities.
Webinar | Fri, 08/07/2022 - 10:14
‘Finding opportunities in global markets’ webinar – 1) Dan Coatsworth
Dan Coatsworth, AJ Bell Stock Market Analyst, looks at a range of major markets around the world, the sectors which dominant them, and how to get exposure through funds and investment trusts.
Webinar | Mon, 25/04/2022 - 14:47
‘Finding opportunities in global markets’ webinar – 2) Simon Barnard
Simon Barnard, Portfolio Manager of the Smithson Investment Trust, explains how he uses the Fundsmith investment process to identify interesting investments in the small and mid-cap space.
Webinar | Mon, 25/04/2022 - 14:44
‘Finding opportunities in global markets’ webinar – 3) Stuart Gray
Stuart Gray, Co-Portfolio Manager at Alliance Trust, explains how the portfolio uses a panel of stock pickers and he analyses its long-term performance.
Webinar | Mon, 25/04/2022 - 14:41
'Fund Ideas for your ISA' – webinar 1) Ryan Hughes
Ryan Hughes, Head of Investment Research at AJ Bell, gives an introduction to researching funds, including what the different options available are, active and passive investments, investor psychology and the common mistakes to look out for.
This video does not constitute advice...
Webinar | Fri, 08/04/2022 - 12:15
'Fund ideas for your ISA' webinar – 2) James Harries
James Harries, Manager of Trojan Global Income Fund, discusses the strategy of the fund, including the businesses it invests in, and how they maintain the fund over time.
This video does not constitute advice regarding the suitability of investments. AJ Bell does not offer advice...
Webinar | Fri, 08/04/2022 - 12:10
'Fund ideas for your ISA' webinar – 3) Richard Colwell
Richard Colwell, Manager of Threadneedle UK Equity Income, discusses how the global Tech companies that have dominated the markets, and how the UK market has impacted the index.
This video does not constitute advice regarding the suitability of investments. AJ Bell does not offer advice...
Webinar | Fri, 08/04/2022 - 12:07