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Displaying items by tag: AJ Bell
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.
Savers withdrew £2.75billion flexibly using the pension freedoms in Q2 2019, up 21% compared to a year earlier, new figures have revealed.
An independent pension commission is something for which we at AJ Bell have long campaigned.
The FCA has launched a consultation on proposed guidance for firms on the fair treatment of vulnerable customers.
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.
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.

SIPP and platform provider AJ Bell has warned that the cost of reversing the increase in state pension ages could top £200bn.

Platform and SIPP provider AJ Bell today reported pre-tax profits for the latest six-month period up 27% to £17.7m in its first results since floating in December.
The FCA has today published a discussion paper on intergenerational financial differences, exploring the changing financial needs of consumers from different age groups.
It has recently been announced that divorce laws will be changing.
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