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Displaying items by tag: AJ Bell

Monday, 21 October 2024 19:10

Advised clients showing Budget jitters - AJ Bell

Financial advisers have reported a surge in worried clients contacting them with Budget-related questions on pensions taxation and wealth management, a survey by AJ Bell has revealed.

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AJ Bell’s platform customer numbers increased by 66,000 over the past year to nearly 542,000, up almost 14%.

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Thursday, 08 August 2024 11:25

Pensions shake-up: Experts expect pension boost

A simple 'red, amber, green' traffic light system for pension scheme value could bring better clarity to workplace pensions and boost savings but may harm innovation, pensions experts say.

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Pension experts have criticised the Conservatives' pledge to raise the tax-free pension allowance via a ‘Triple Lock Plus’ if they win the general election.

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Investment platform AJ Bell has reported a 47% increase in pre-tax profit £61.4m for its first half of 2024 which ended on 31 March (HY23: £41.9m).

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Friday, 05 April 2024 18:06

AJ Bell platform axes 2 SIPP charges

AJ Bell’s adviser platform Investcentre has axed two SIPP charges and cut several custody charges on its platform at the same time as it is increasing the amount of interest paid on clients’ cash.

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Thursday, 18 January 2024 10:04

8% rise in advised customers at AJ Bell

Total advised customers at platform and SIPP provider AJ Bell rose 8% year-on-year in the quarter ending 31 December, according to a trading update today.

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Thursday, 07 December 2023 13:24

AJ Bell reports pre-tax full year profits up 50%

Platform and SIPP provider AJ Bell has reported strong growth in revenue and profits in its results for the year ended 30 September published today.

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Tuesday, 24 October 2023 12:53

New investment director for AJ Bell

AJ Bell has promoted Ryan Hughes to be its new investments director to lead its range of multi-assets funds and the managed portfolio service for financial advisers.

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Thursday, 19 October 2023 09:39

Advised customers rise 10% for AJ Bell

Advised customers increased 10% year-on-year to 159,256 for platform and SIPP provider AJ Bell for the year ending 30 September.

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