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  • Advised customers rise 6% for AJ Bell

    Advised platform customers rose 6% for AJ Bell to 182,000 (2024: 171,000) for the year ended 30 September.

  • Cash ISA inflows climbed to £4.2bn in October

    Savers stashed £4.2bn in cash ISAs in October, the largest inflow since the end of the tax year in April, and up from £3.3bn in September.

  • Reeves set for challenging Budget day

    Rachel Reeves’ second Budget will be published today after some weeks of leaks and u-turns.

  • 335,286 client accounts closed by advisers

    The number of client accounts ‘ceased’ by advisers has almost doubled in four years, according to FCA data.

  • InvestAcc completes £25m takeover of AJ Bell SIPP arm

    SIPP and SSAS provider InvestAcc Group has completed its acquisition of the AJ Bell Platinum SIPP and SSAS business for £25m.

  • Advised client growth holds steady at 6% for AJ Bell

    Investment platform and SIPP provider AJ Bell has reported 6% growth in advised customer numbers (year on year) to 182,000 for the three months ended 30 September.

  • AJ Bell Investcentre links up with Dynamic Planner

    AJ Bell Investcentre, AJ Bell’s adviser arm, has launched an integration conduit with Financial Planning software provider Dynamic Planner.

  • Petition demands government commitment to pension tax lock

    A new petition is calling on government to make a public commitment to a Pension Tax Lock, pledging not to alter key pension tax incentives – tax-free cash entitlement and tax relief – for at least this Parliament.

  • AJ Bell adds new adviser tools to Investcentre platform

    AJ Bell has added a new set of planning tools to its Investcentre platform.

  • House of Lords to scrutinise plans to impose IHT on pensions

    The House of Lords Finance Bill Sub-Committee has begun a consideration of government proposals to impose inheritance tax on pensions on death.

  • UK GDP growth slows to 0.3% in Q2

    UK economic growth slowed to 0.3% between April and June although the figure was higher than the 0.1% expected.

  • Active funds beat passive rivals this year

    Active global and US funds posted their best performance against comparable index trackers in the first half of the year, but UK funds did less well, according to the latest AJ Bell Manager versus Machine report.

  • UK facing chronic retirement under-saving crisis

    Britain is heading for a chronic retirement under-saving crisis with more than two-fifths, 43%, of working-age Britons under-saving for retirement, according to DWP figures.

  • Advised client growth holds steady at 7% for AJ Bell

    Investment platform and SIPP provider AJ Bell has reported 7% growth in advised customer numbers (year on year) to 180,000 for the three months ended 30 June.

  • Mansion House reforms welcomed by Financial Planners

    Chancellor Rachel Reeves’ raft of financial services reforms announced in her Mansion House speech last week have provoked a range of reactions from the financial services sector.

  • UK economy unexpectedly shrank in May

    The UK economy unexpectedly contracted in May, marking the second month in a row of falling output, with GDP down 0.1% after a 0.3% fall in April.

  • Industry welcomes FCA’s ‘targeted support’ proposals

    FCA plans announced today to allow firms to offer ‘targeted support’ have been widely welcomed across the financial services sector.

  • AJ Bell launches streamlined Touch platform

    Platform and SIPP provider A J Bell has launched a new streamlined platform which the firm claims will help financial advisers implement investment advice for clients more quickly and securely.

  • Retirement standard figures should be ‘wake-up call’

    Pension experts said that today’s figures from the PLSA about retirement living standards should be a ‘wake-up call’ for savers.

  • AJ Bell platform customers up 9% to 593,000

    Platform and SIPP provider AJ Bell increased its platform customer numbers by 9% to 593,000 over the past six months, the business reported today in interim results.

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