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  • Autumn Statement: Chancellor extends IHT threshold freeze

    The House of Commons
  • Autumn Statement: Chancellor drags more into 45p-rate tax

    The additional-rate income tax threshold will be reduced £150,000 to £125,140, a move which will mean more of the highest earners are subject to the 45p tax rate.
  • AJ Bell customer numbers top 425,000

    AJ Bell CEO Michael Summersgill
  • 1 in 5 investors dip into investments to help family

    AJ Bell surveyed 2,700 customers in December.
  • 1 in 5 advisers to revamp investment propositions

    AJ Bell surveyed 251 financial advisers and paraplanners between 5 and 12 December.
  • Adviser back regional equity funds in 2022

    AJ Bell Investcentre platform
  • 1 in 3 advisers to become platform operators

    AJ Bell is one of the platforms adapting
  • Cost of living crisis to fuel mass MPAA breaches

    Tom Selby, head of retirement policy at AJ Bell
  • Think tank calls for rise in pension age

    Tom Selby, head of retirement policy at AJ Bell
  • Royal London tops prefered providers list

    Royal London website
  • Only 7% of advisers to offer ‘core ISA advice’

    Tom Selby of AJ Bell
  • 1.8m more to pay dividend tax

    Laith Khalaf
  • Slow start to 2023 for AJ Bell as inflows fall 25%

    Michael Summersgill, CEO at AJ Bell
  • AJ Bell appoints new chair as Morrissey exits

    Fiona Clutterbuck (image courtesy of Sampo)
  • AJ Bell adds IBOSS MPS to Investcentre

    AJ Bell's website
  • AJ Bell revenue up 37% to £103.6m for half year

    AJ Bell CEO Michael Summersgill
  • FCA warns asset managers on liquidity

    FCA HQ
  • Platform urges Chancellor to double savings allowance

    Chancellor Jeremy Hunt is due to give his next Budget this autumn
  • AJ Bell reports 10% rise in advised customers

    Michael Summersgill, CEO at AJ Bell
  • Savings recover as 2 in 3 set money aside

    Younger people are back in saving mode

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