AJ Bell Investcentre’s Post

Thank you for joining us on another informative Tech Tuesday! 🌍 If you enjoyed the articles and information here, please head to our Techcentre page to view articles, resources, guides and more, all from our renowned technical experts. https://lnkd.in/ej6Xnn5V

🏆 We are delighted to share that we have won ‘Best SIPP’ and ‘Best Investment Solutions Provider’ at the Money Marketing Awards 2024. 🏆 Thank you to our amazing team, who have dedicated themselves to developing high quality investment solutions for our advisers and their clients. We are proud that their hard work has been recognised and rewarded with such prestigious awards. AJ Bell Investments Director, Ryan Hughes, shared a few words: “Bringing home the trophies for both Best SIPP and Best Investment Solutions Provider reflects the hard work that so many people across the business have put in to ensure financial advisers receive the products and services that they need to help their clients. “These awards are hotly contested so to come away with two is something everyone should be proud of as we were up against stiff competition in both categories. Thanks to everyone, across all teams that keep on delivering such a high-quality service to our customers.” You can find more information on our award-winning investment options to help your clients here: https://lnkd.in/eXmH5DHu #MMAwards24

Take a deep dive into the latest investment and pension developments 💻 Join us this September for our ‘Off the Road’ webinar series, where we'll bring you the must-know market updates. Hosted by your regional Business Development Manager, these sessions will provide unique insights, including: ✍️ Russ Mould’s forecast for 2025 and beyond; ✍️ Joshua Croft's analysis of the latest changes for pension rules; ✍️ Rachel Vahey's breakdown on what new government policies mean for your clients; and ✍️ Laith Khalaf’s insights from his recent Man vs. Machine report. Don’t miss out – register today: https://lnkd.in/eF7kbBqm

The clock is ticking on the next US Fed meeting, with a rate cut seemingly on the horizon🕰️ But is this good news for investors? Exploring the potential ripple effect on the markets, and why the first cut often leads to unexpected volatility, is our Investment Director, Russ Mould. Read more | https://lnkd.in/exGCqw_B

What does the future hold for the Japanese economy? Our Junior Portfolio Manager, Manan Goyal, guides you through the current interest rates, equity volatility and market drawdowns. Don’t miss out – grab your expert analysis now: https://lnkd.in/eZrQqhMc

Contribution refunds are unusual, but not impossible… As part of our Bitesize Technical series, our Senior Technical Consultant, Joshua Croft, breaks down the rules around contribution refunds, covering: 💻 What conditions must be met 💻 Excess contributions 💻 Genuine error refunds 💻 Refunds and the annual allowance Watch the series now 👉 https://lnkd.in/ewXPrq7M

The final internal speaker announcement is here…📢 Our Investments Director, Ryan Hughes, will take to the stage at Investival 2024 with a roundup of the day’s insights! The Investival agenda is nearly completed, but don’t worry – that’s not all! There may be some surprises coming soon... Keep an eye out – head to our website to find out the latest and book your free ticket:https://lnkd.in/emVrqbPx #AJBellInvestival

Are your clients using the right pension for them? We’ve created example client scenarios to highlight how our SIPP and RIA charges differ. These scenarios show which type of client might benefit more from each option, helping you find pension that best fits your clients' needs. Review the scenarios to make the most informed decision: https://lnkd.in/e8TiecV9

With the US Fed potentially gearing up for a rate cut, how should investors brace themselves? 🤔 Our Investment Director, Russ Mould, shares his thoughts on why markets often react unpredictably after the first cut, and how to navigate the possible turbulence. 6-minute read | https://lnkd.in/ePKSJU-G