Displaying items by tag: AJ Bell
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).
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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.
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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.
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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.
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Thursday, 06 July 2017 11:27
AJ Bell appoints sales director for SIPPs
Major platform provider AJ Bell has appointed a new sales director to work on their SIPP products.
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Friday, 26 May 2017 15:57
Mike Morrison: Let's talk about DB
As is to be expected, a lot of the conversations that I have recently had with advisers have centred around defined benefit (DB) transfers.
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Wednesday, 22 March 2017 09:43
Mike Morrison: Pension freedoms survival - Adapt or die
We are fast approaching at the second anniversary of the pension freedoms and the removal of the requirement to buy an annuity (officially that is – the real compulsion went several years before). In that two years the focus has been on the numbers – what has been cashed, how much tax has been generated, what product options are popular and very little on how the money has been spent.
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Wednesday, 22 February 2017 10:46
Mike Morrison: Important we get to bottom of Sipp complaints
I always take an interest in the figures from the Financial Ombudsman Service (FOS) and the Financial Services Compensation Scheme (FSCS) about SIPP claims.
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Monday, 20 February 2017 16:32
DWP proposes major overhaul to 'modernise' DB pensions
The Department for Work and Pensions has launched a Green Paper to consult on significant proposed changes to workplace Defined Benefit pensions which cover 11m people.
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Friday, 03 February 2017 12:13
Mike Morrison: We have a pensions conundrum on our hands
Two of the big things on the pension calendar for 2017 are John Cridland’s review of the state pension age and the review of auto enrolment. I like to think that the two reviews are linked in a linear way.
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