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  • Bond turmoil causes annuity rates to surge

    The turmoil in the bond markets has caused annuity incomes to soar by almost 50% in the last three years, new data shows.

  • Tax fears could hit retirement savings

    Four out of five financial services customers are either very concerned or somewhat concerned about tax increases being imposed by the new Labour government, according to a new survey.

  • Advised platform customers rise 8% for AJ Bell

    Advised platform customers rose 8% for AJ Bell to pass 171,000 for the year ended 30 September (30 September 2023: 159,000).

  • FCA releases Pensions Dashboard rules but no timetable

    The FCA has published new rules firms must follow when designing and operating commercial Pensions Dashboards.

  • Pension savers lose track of 3.3m pots worth £31bn

    The total value of ‘lost’ pension pots - pensions which have become ‘disconnected’ with their owners - increased by £4.5bn from £26.6bn to £31.1bn between 2022 and 2024, by the Pensions Policy Institute (PPI) has revealed in a new report.

  • Advisers see surge in enquiries due to Budget jitters

    Financial advisers have reported a surge in worried clients contacting them with Budget-related questions on pensions taxation and wealth management, a survey has revealed.

  • AJ Bell customer numbers leap despite Budget concerns

    AJ Bell’s platform customer numbers increased by 66,000 over the past year to nearly 542,000, up almost 14%.

  • AJ Bell hires 2 for leadership team

    Investment platform AJ Bell has added Ryan Hughes and Stephen Westgate to its executive committee.

  • Industry backs move by Chancellor to scrap British ISA

    Chancellor Rachel Reeves is set to scrap plans to introduce a British ISA, according to widespread reports first circulated in the Financial Times.

  • Number paying dividend tax doubles in 3 years

    The number of people expected to pay dividend tax in the 2024/25 tax year has almost doubled since 2021/22, a Freedom of Information request from AJ Bell has revealed.

  • AJ Bell launches new Sippcentre feature

    AJ Bell chief executive Andy Bell
  • Advisers favour Standard Life and Sippcentre as Sipp providers - poll

    Top 10 Sipp providers. Source: Splice Consulting
  • Cover feature: Sipps survey

  • AJ Bell acquires financial publisher MSM Media

    Andy Bell, chief executive of AJ Bell
  • Technical Update: Capital Adequacy

    Mike Morrison, head of platform marketing at AJ Bell
  • AJ Bell holds workshops on post-RDR challenges for advisers

    Billy Mackay, marketing director at AJ Bell
  • Budget 2013: Stamp duty abolished on AIM shares from April 2014

    Budget 2013
  • Positive start for IFP's new CPD workshops

    IFP logo
  • AJ Bell's Andy Bell wants govt to reform pensions

    Andy Bell, founder of AJ Bell
  • AJ Bell's Andy Bell urges sweeping pension review

    Andy Bell of AJ Bell

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