Displaying items by tag: AJ Bell
Tuesday, 23 July 2019 11:28
FCA targets firms’ culture with vulnerable customers probe
The FCA has launched a consultation on proposed guidance for firms on the fair treatment of vulnerable customers.
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Friday, 21 June 2019 08:00
Lisa Webster: What about workplace SIPPs?
You may be forgiven for thinking regulations in respect of workplace pensions has little to do with SIPPs, yet recent proposals from the FCA could catch many thousands of SIPPs in the workplace net.
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Wednesday, 12 June 2019 08:53
Lisa Webster: IHT, ill health and pension transfers
Staveley will be a familiar name to many. The test case for IHT treatment of pensions following transfer in ill health has been in the news many times since Mrs Staveley’s passing all the way back in December 2006.
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Monday, 10 June 2019 10:29
Warning of 'colossal' £200bn bill to change SPA
SIPP and platform provider AJ Bell has warned that the cost of reversing the increase in state pension ages could top £200bn.
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Thursday, 23 May 2019 10:15
AJ Bell revenue up 17% in first results since IPO
Platform and SIPP provider AJ Bell today reported pre-tax profits for the latest six-month period up 27% to £17.7m in its first results since floating in December.
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Thursday, 02 May 2019 11:24
FCA launches intergenerational finance discussion paper
The FCA has today published a discussion paper on intergenerational financial differences, exploring the changing financial needs of consumers from different age groups.
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Wednesday, 24 April 2019 12:26
Lisa Webster: How will divorce changes affect SIPPs?
It has recently been announced that divorce laws will be changing.
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Monday, 15 April 2019 11:18
Fears over Halloween Brexit ‘nightmare’ for pensions
Fears of a Halloween Brexit horror story for pensions have been raised by AJ Bell.
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Friday, 12 April 2019 11:52
12,000 savers lose lifetime allowance protection
Thousands of pension savers have breached lifetime allowance ‘protections’ in the past 12 years, potentially landing themselves with tax bills running into hundreds of thousands of pounds.
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Tuesday, 02 April 2019 10:30
Lisa Webster: Softening the annual allowance blow
It seems a long time since we had an annual allowance (AA) of £255,000. These days most pension savers are restricted to £40,000, but the money purchase annual allowance (MPAA) and the horribly complex tapered annual allowance (TAA) impose significant further restrictions for many. HMRC’s pension contribution statistics for 2016-17 tax year give us the first indication of the impact of the tapered annual allowance, and it’s not pretty.
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