Aj Bell

Why are so many active fund managers underperforming?

Investment

Why are so many active fund managers underperforming?

US tech stocks have dominated market performance for a long time

clock 29 January 2025 • 5 min read
AJ Bell platform AUA hits £89.5bn as advised customers increase 8%

Your profession

AJ Bell platform AUA hits £89.5bn as advised customers increase 8%

Quarterly inflows of £1.4bn

clock 29 January 2025 • 1 min read
Transitional tax-free amount certificates – what, who, when and how

Pensions

Transitional tax-free amount certificates – what, who, when and how

Regulations came into effect from 6 April 2024

clock 28 January 2025 • 4 min read
Editor's view: CII's corporate chartered status overhaul must add rigour

Your Business

Editor's view: CII's corporate chartered status overhaul must add rigour

The editor's Friday Night Takeaway from 24 January

clock 24 January 2025 • 5 min read
Financial heavyweights join forces against chancellor's IHT/pension plans

Pensions

Financial heavyweights join forces against chancellor's IHT/pension plans

AJ Bell, Quilter, Hargreaves Lansdown and Interactive Investor CEOs send joint letter

clock 22 January 2025 • 2 min read
Campaigners claim victory as HMRC overhauls pension withdrawal tax system

Pensions

Campaigners claim victory as HMRC overhauls pension withdrawal tax system

Pensioners over-taxed by £1.3bn since 2015

clock 22 January 2025 • 4 min read
Gilt yield drama makes rising annuity rates 'hard to ignore'

Income

Gilt yield drama makes rising annuity rates 'hard to ignore'

Dramatic spike in government borrowing costs

clock 13 January 2025 • 4 min read
Overseas pension transfers: How recent rule changes impact recent and future advice

Pensions

Overseas pension transfers: How recent rule changes impact recent and future advice

Daniel Bosiacki looks at recent rule changes that affect overseas pension transfer advice...

clock 06 January 2025 • 3 min read
What two pizzas tell us about Bitcoin

Economics / Markets

What two pizzas tell us about Bitcoin

Laszlo Hanyecz really needed a slice...

clock 19 December 2024 • 6 min read
Worst-case scenario: How are investors protected if providers fail?

Regulation

Worst-case scenario: How are investors protected if providers fail?

Important for advisers to reassure clients about their protections

clock 17 December 2024 • 3 min read
Most read
01

Advice firm Almond Financial moves to four-day working week

31 January 2025 • 2 min read
02

Titan Wealth eyes Norwich-based IFA Finance Shop

31 January 2025 • 2 min read
03

Acquisition analysis: The top five biggest M&A deals in 2024 by AUM

30 January 2025 • 4 min read
04

IHT on pensions to cause 'operational complexity and risk' for providers

31 January 2025 • 3 min read
05

Advice firms called to 'create tech team' to fully embrace AI

31 January 2025 • 2 min read