Tag Archives: AJ BEll
Are there cuckoos scrambling your (tax-free) pension nest egg?
My friend Johnny Timpson put a thumbs down to an article in the Guardian . Not something that I’d expect; like the snoop I am, I decided to take a look. Here’s the article in the Guardian. Here’s why I … Continue reading
“Greggs or Gails” for fund supermarkets whinging about choice.
I can hardly believe my screen Dan Olley, chief executive of Hargreaves Lansdown, the UK’s biggest consumer investment site, said it was “essential that we keep things as simple as possible”. James Carter of Fidelity International said “complexity destroys confidence” … Continue reading
The mass affluent , the MPAA and the cost of living.
The Money Purchase Annual Allowance (MPAA) is often cited as a vindictive tax that punishes people for exercising their pension freedoms and drawing down on their pension pot from as early as 55. It was however introduced to protect … Continue reading
Posted in pensions
Tagged AJ BEll, annual allowance, DWP, HMT, mass-affluent, MPAA, Treasury
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Transfer volumes fall, the FCA back in trouble and bears visit the woods
Yesterday was one of those days where various stories break together like rippling waves onto a calm beach. The House of Commons Public Accounts Committee, having read the National Audit Offices report on the BSPS fiasco, has duly called … Continue reading
It’s time to stop sneering at St. James’s Place
St. James’s Place released their half yearly results yesterday and the market responded by marking up their shares 5%. The results told us that SJP had added nearly £10bn to funds under management and that operating profit had shot up. … Continue reading
Posted in pensions
Tagged AJ BEll, Hargreaves Lansdown, Pensions, Rob Gardner, SIPP, SJP, St James Place
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Sexy-cash is back incentivizing pension transfers – let’s nip this in the bud
When you move your pension to an AJ Bell Youinvest SIPP, we’ll reward you with between £100 and £2,000 cashback to say thank you. The more you transfer, the more you’ll get. T&Cs apply. Capital at risk. Check for benefit … Continue reading
Posted in actuaries, advice gap, age wage
Tagged AJ BEll, Pensions, Sexy-cash, Steve Webb
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