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Displaying items by tag: AJ Bell

Wednesday, 18 June 2014 15:46

Guidance guarantee: Route map letter proposed

A pensions expert says it makes sense for retirees to be given a written 'route map' as the Government works out how it will provide its promised free, impartial guidance.
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Over the last few weeks I have been lucky enough to do a number of sessions addressing financial advisers, either at their team meetings or under the guise of the IFP, PFS or IOFS. The hot topic? Without question the proposed Budget changes and the opportunities and possible pitfalls that the new regime might hold.
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The dust is settling on George Osborne's pension proposals, and now that we have passed the tax year end and the Easter holidays I am sure we will see reams of research and, hopefully, product innovation.
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AJ Bell has announced details of the changes it will make to its Sippcentre platform as it accelerates the move towards clean share classes.
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On the eve of the Budget a leading pensions expert has urged politicians to abandon their short term pension policy fixes.
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Most weeks I have a range of subjects and deadlines to juggle, with the aim of producing whatever I have committed to in the form of articles or blogs by the stated deadlines.
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Neil Woodford's successor at Invesco Perpetual will be one of the headline speakers at AJ Bell's 2014 conference.
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In his latest blog for Sipps Professional, Mike Morrison, head of platform technical at AJ Bell, tells readers what is on his mind this month, including how pensions simplification is perhaps not what it was supposed to be. 
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Nearly 94% of advisers support calls to re-introduce a Sipp permitted investment list, a survey has suggested.
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Wednesday, 22 January 2014 11:30

Ex-Skandia chief joins AJ Bell's board

A former senior manager at Skandia has been appointed as a non-executive director by AJ Bell.
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