AJ Bell

Displaying items by tag: AJ Bell

Friday, 08 December 2017 11:16

AJ Bell warns of Scottish pension problems over tax

Platform and Sipp provider AJ Bell has warned that proposed changes to income tax bands in Scotland could cause pension chaos for consumers, advisers and pension providers.

Published in Articles

Tagged under

Thursday, 09 November 2017 14:22

AMPs pays tribute to pensions legend Mike Morrison who died suddenly

Mike Morrison tribute today at AJ Bell Investival

AMPS has paid tribute to leading Sipps commentator and former AMPS chairman Mike Morrison, head of platform technical at AJ Bell, who died unexpectedly at the age of 55 earlier this week.

Published in Articles

Tagged under

Friday, 27 October 2017 09:36

Pension Freedom users fear running out of money

Nearly half of Pension Freedom users say they fear running out of cash in retirement, according to new consumer research from SIPP and platform provider AJ Bell.

Published in Articles

Tagged under

Thursday, 26 October 2017 18:55

Mike Morrison: A reminder of need for Permitted Investments

Mike Morrison Head of Platform Technical, AJ Bell

Recently there was a consumer programme on Radio 4 at lunchtime which reignited in my mind the need for a permitted investment list for SIPPs.

Published in Comment and Blogs

Tagged under

Friday, 29 September 2017 13:27

AJ Bell urges govt to avoid cutting pension tax relief

Sipp and platform provider AJ Bell has urged Chancellor Philip Hammond to avoid slashing pension tax relief in the Budget after speculation that the Treasury will need to cut pensions relief to make up for shortfalls in revenue and to curtail the rising cost of pre and post-retirement tax benefits.

Published in Articles

Tagged under

Friday, 29 September 2017 16:14

Morrison: Pension pots - a current consumption choice

In the run-up to pension freedoms people seemed to be speaking about pensions in a different way. There was new excitement over the removal of the need to buy an annuity (even though this had been the case for some time already).

Published in Comment and Blogs

Tagged under

Monday, 28 August 2017 15:57

Morrison: Transfers 'normalise' need for pensions advice

Many years ago (as some of the best stories begin) when I was working for Winterthur Life, I undertook a series of talks around the UK.

Published in Comment and Blogs

Tagged under

Wednesday, 26 July 2017 10:47

Mike Morrison: FCA DB transfer plans fail to cover contingent charging

I have just finished AJ Bell’s annual tour of the UK where a host of lucky advisers got to hear me talk about the current key pension issues.

Published in Comment and Blogs

Tagged under

Wednesday, 12 July 2017 12:42

AJ Bell wants better pensions disclosure regime

AJ Bell, the Sipp and investment provider, has urged the Financial Conduct Authority to make the disclosure regime for pension and investment products clearer.

Published in Articles

Tagged under

Thursday, 06 July 2017 11:27