Morrissey steps down from SJP to chair AJ Bell

Baroness Helena Morrissey has stepped down as a non-executive director at wealth manager St James’s Place after 14 months to become chair at investment platform AJ Bell.

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Transact keeps top spot for adviser platforms

Transact has kept its spot as top adviser platform in terms of net sales in 2020, according to data from platform and fund research house Fundscape.

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Pension Freedoms over-taxation nears £700m

Pension savers have reclaimed £693m in overpaid pension tax since the Pension Freedoms were introduced in April 2015.

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AJ Bell platform assets rise 17% to top £55bn

Platform assets administration at investment platform AJ Bell rose 17% to £55.2bn in 2020, according to its annual results released today.

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