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Displaying items by tag: AJ Bell
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.

AJ Bell has launched a retirement income solution to help financial advisers manage clients taking income in retirement. 

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.
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.

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