AJ Bell
UK pension freedoms withdrawals hit £17bn
Almost £17.5bn (€20bn, $24.3bn) has been withdrawn from pensions since the freedoms were launched three years ago, according to the latest figures from HM Revenue & Customs.
AJ Bell warns of pensions overtax pitfall
Ad-hoc pension withdrawals could be overtaxed in the new tax year by thousands of pounds, AJ Bell has warned.
PEOPLE MOVES: AJ Bell, Charles Stanley, Intertrust
AJ Bell has brought in a legal ringer ahead of its initial public offering, Charles Stanley has bolstered its Edinburgh office with three ex-Tilney people and Intertrust has appointed a director to support clients who need to defer bonus payments.
Best Practice | 5 Apr 18
FCA steers away from pre-RDR trail commission ban
The Financial Conduct Authority (FCA) has “no immediate plans” to ban trail commission on legacy investment products, it has announced in a policy statement that looks to shake-up the asset management industry.
Invesco to slice AJ Bell stake at IPO
Invesco Perpetual is expected to cut its 44% stake in AJ Bell, alongside second-largest shareholder Andy Bell, to make it easier for smaller investors to get in on the firm’s IPO.