Displaying items by tag: AJ Bell
Friday, 20 September 2019 07:00
Lisa Webster: Drawdown advice 2020
I’ve spent the last few weeks travelling the length of the country talking about the Retirement Outcomes Review (ROR) and what it means for advisers and their clients.
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Monday, 16 September 2019 09:35
AJ Bell launches pension freedoms income solution
AJ Bell has launched a retirement income solution to help financial advisers manage clients taking income in retirement.
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Tuesday, 27 August 2019 09:19
AJ Bell says pension transfers make sense for many
The rapid increase in DB transfer values has been a key factor in the rise in pension transfers and not greedy advisers seeking contingent charging fees, says platform and SIPP provider AJ Bell.
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Friday, 16 August 2019 10:12
Lisa Webster: We must wake-up to risk warnings
On 1 November we will see the first big changes come into force as a direct result of the Retirement Outcomes Review (ROR) – the FCA’s big piece of work on the post-pension freedoms world. Although the ROR focuses primarily on non-advised clients there are knock-on effects that will be felt by all clients, and their advisers too.
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Friday, 02 August 2019 10:27
Pension withdrawals pass £2.7bn in Q2 2019
Savers withdrew £2.75billion flexibly using the pension freedoms in Q2 2019, up 21% compared to a year earlier, new figures have revealed.
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Tuesday, 23 July 2019 12:19
Lisa Webster: Calls for independent pension commission grow louder
An independent pension commission is something for which we at AJ Bell have long campaigned.
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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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