News

Information on these pages is designed for use in the media and should not be relied upon by financial advisers or retail investors.

For more information please visit the AJ Bell media centre.

17 Jul 2017

AJ Bell has appointed Peter Hopkins to the role of Technical Director, with responsibility for overseeing the platforms’ technical support for financial advisers and its involvement in industry consultations.

05 Jul 2017

AJ Bell has appointed Gary Dale as Sales Director of its adviser platform, AJ Bell Investcentre.

20 Jun 2017

The vast majority of financial advisers say they disagree with the current Transfer Value Analysis (TVAS) assumptions used to assess Defined Benefit (DB) to Defined Contribution (DC) pension transfers, as the regulator prepares to launch a major review of its rules.

06 Jun 2017

Ambiguity around the level of the Money Purchase Annual Allowance (MPAA) means HMRC should make the rules regarding refunding pension contributions more flexible, according to AJ Bell.

30 May 2017

As voters prepare to head to the polls, Tom Selby, senior analyst at AJ Bell looks at the key Conservative and Labour manifesto pledges on personal finance issues, as well as the major policy initiatives that went unmentioned.

22 May 2017

New business inflows at AJ Bell grew 68% to £3.6bn during the first six months of its financial year (1 Oct 2016 – 31 March 2017) up from £2.1bn in the prior year.

12 May 2017

AJ Bell has launched an online Due Diligence Hub that outlines the key areas advisers should focus on when selecting the right investment platform for their clients’ needs.

27 Apr 2017

Stock markets are bubbling up again, with America’s NASDAQ, the UK’s FTSE 250 and Germany’s DAX all setting new record highs this week. Hopes for some details this week on President Trump’s long-awaited tax cuts are one reason why.

20 Apr 2017

The most startling market reaction to Theresa May’s decision to call a General Election is sterling’s rally to around $1.28 and movements in the currency markets may well shape short-term market movements in the run-up to 8 June.