AJ Bell

Displaying items by tag: AJ Bell

Friday, 23 December 2016 09:39

Mike Morrison: Want a healthy debate? Serve up DB transfers

Mike Morrison Head of Platform Technical, AJ Bell

The one pension topic guaranteed to create a healthy discussion is that of defined benefit (DB) transfers.

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Thursday, 24 November 2016 10:19

Mike Morrison: When will we realise what we've done?

‘Another one bites the dust!’ A tenuous way to start an article I know, but it is in response to the news that another insurance company has decided not to continue in the annuity market (LV=).

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Thursday, 10 November 2016 10:01

Mike Morrison: Will Hammond start afresh?

If you are quiet you will hear the whoosh of kites being flown! It is that time of the year – with the Autumn Statement on the horizon, everyone wants their ideas to be considered. Some of those kites are a new age-related bonus system, a call for a ‘pensions bonfire’ (to get rid of complexity), and various suggestions of periods of no change and independent pension commissions.

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Thursday, 29 September 2016 10:49

Mike Morrison: School incapable of teaching pensions and tax

One of the big themes recently in all areas of business has been financial literacy and education, particularly in terms of bringing some degree of financial education to the school syllabus.

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Friday, 09 September 2016 15:42

SIPP and SSAS rules need overhaul to beat scams

AJ Bell has called for a reintroduction of the permitted investment list for Sipps as pension transfer values soar and fears grow about a rise in pension scamming.

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Wednesday, 31 August 2016 10:03

Morrison: End of era for Sipps world perhaps not a bad thing

I read John Moret’s article ‘End of era for Sipps world’ with interest the other week.

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Thursday, 11 August 2016 11:01

Mike Morrison: New Sipp rules open to provider interpretation

So, finally the Sipp industry will see the new capital adequacy rules come into force on 1 September 2016.

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Thursday, 07 July 2016 11:52

Proposed NEST expansion branded “mission creep”

A pensions firm says there is a “serious sense of mission creep” about the Government proposals launched today to expand Nest.

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Wednesday, 22 June 2016 11:39

Mike Morrison: Advisers' questions more complex than ever

I was at a street party for the Queen’s birthday and someone asked me what I did, and when I said I worked in pensions the immediate response was – “so you are a financial adviser?”

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Monday, 23 May 2016 12:21