AJ Bell Investcentre

Pensions Dashboard rules confirmed: what is on the horizon? 📜 Our Head of Public Policy, Rachel Vahey, dives into the rules firms must follow when designing and operating a commercial pensions dashboard, what the connection timetable looks like, and possible drawbacks. “Pensions Dashboards will allow people to see details of all their pension plans in one place – including both their state pension and private pensions. It will show which scheme or provider the pension is with” Read more from Rachel on the finer details of the Pension Dashboard rules: https://lnkd.in/eQ-XutG2

How will the rise in capital gains tax rates impact ISAs and pensions as we move into 2025? Our upcoming webinar with Lisa Webster provides you with a comprehensive breakdown of this immediate change. Register now: https://lnkd.in/ei7EKT9p

Are current energy prices the calm before the storm? Oil and gas prices are key drivers of inflation, shaping central bank policies worldwide. While markets hope for a “soft landing”, geopolitical risks threaten to disrupt the balance 🌍 Our Investment Director, Russ Mould, explores what a spike in oil prices could mean for global economies: https://lnkd.in/eqf_sAnp

Autumn Budget webinar – 12 November. After the Autumn Budget was delivered on 30 October, our Technical Team has been busy preparing a post-statement update. 🎥 Join us at 10am on Tuesday 12 November where our Senior Technical Consultant, Lisa Webster, will present a review of the key Budget announcements, practical strategies for adapting the new policies, and insights into the planned changes. Secure your spot to stay up to date on the latest Budget fallout: https://lnkd.in/eeu--qaM

With so many award wins… we’re beginning to lose count! 🏆 Congratulations to our Sales Director, Alison Mollard, on her fourth year taking home an award from the Professional Adviser Women in Financial Advice Awards 2024 last night! Alison won the award for ‘Woman of the Year’ in the Platforms category. Her commitment to her work in the industry has been admirable and is a true testament to her outstanding contribution. Our Events Manager, Kirsty Zollinger, was also highly commended in the ‘Marketing Influencer of the Year’ category, highlighting her remarkable contribution to all of our events at AJ Bell Investcentre. We are confident you will all agree that both recognitions are rightfully deserved! #WIFA24

How will the proposed change to inherited pensions impact your clients? Find out more with Lisa Webster. 📅 Tuesday 12 November ⏰ 10am Register now to secure your spot: https://lnkd.in/eGpD_m3r

Oil prices are low, but will it last? With inflation cooling, and central banks eyeing rate cuts, markets are thriving on stable energy costs. But a sudden oil price spike could derail this momentum… Our Investment Director, Russ Mould, breaks down the risks of relying on energy markets: https://lnkd.in/egGNMsch

Less than one week until Investival 2024! Grab your pen and paper, and make sure you’re taking notes from our amazing speakers as they share their insights on European equity, global income, strategic bonds, and much more 🗒️ Join the waiting list for a last chance to attend: https://lnkd.in/e37rdA23 #AJBellInvestival 

Our pensions are flexible, so your clients needn’t be 🤸 We’ve made comparing our SIPP and RIA wrappers even easier with our latest case studies, providing advisers with real-world examples of where clients can save money. See how your clients could benefit: https://lnkd.in/ddtsYKbT

A spike is predicted in the housing market as temporary stamp duty cuts come to an end. Our Director of Personal Finance, Laura Suter, considers the effects of the decision made by Labour to terminate temporary cuts to stamp duty rates. This means a first-time buyer wanting to purchase a £625,000 property from April will be faced with an £11,250 increase to their stamp duty bill 🏡 “A cut to interest rates has only just reignited the property market after a period of sluggish sales, but now Rachel Reeves has thrown cold water on its fortunes with a big tax hike for home movers.” Read more from Laura on Professional Paraplanner, here: https://lnkd.in/e9EJ8_ed