Displaying items by tag: AJ Bell

I recently presented a technical webinar on pension transfers which included a look at transfers to qualifying recognised overseas pension schemes (QROPS).

The Pensions Lifetime Allowance is set to rise by £5,800 to £1,078,000 next year following news today of the latest CPI inflation rate of 0.5%.

Pension scams are not new but are growing in number and constantly evolving. Thankfully, after a slow start the wheels in motion to combat the scammers are starting to pick up speed.

The Retirement Cafe has marked its 100th episode, with founder Justin King of MFP Wealth Management helping more people plan for retirement via the medium of podcast.

I last wrote about Mrs Staveley in my blog of June 2019, and the name will be familiar to many. Mrs Staveley passed away back in December 2006 having transferred her pension just a few weeks earlier while in full knowledge of her terminal illness.

Investment platform AJ Bell said the Government must ensure state pension data is available on the first version of pensions dashboards when they are launched in the UK.

July felt like an incredibly busy month. Aside from the continued juggle of home schooling alongside the day job, consultations have been coming at us thick and fast.

Adviser platform AJ Bell Investcentre is to give financial advisers access to third party Managed Portfolio Services (MPS) from external Discretionary Fund Managers via its platform for the first time.

The Work and Pensions Select Committee has launched an investigation into pension scams as part of its inquiry into pension freedoms.

It’s been a few years now since the words “holiday”, “property” and “SIPPs” were commonly found together.