Manage every aspect of client planning in one place ⚙️ With the addition of an onshore bond, AJ Bell Investcentre now offers the most comprehensive wrapper range in the market – helping you manage clients’ wealth efficiently, whatever their objectives. 👉 See how it works and the benefits to your clients: eu1.hubs.ly/H0rF1TP0

Leaving pension money to charity could be tax-inefficient – and the government’s proposals to extend IHT to pensions from 2027 have raised more questions than answers 🤔 Our Head of Pension Policy, @RayVay, goes through some queries you and your clients will want answers to. Gain more understanding in her latest article: eu1.hubs.ly/H0lLfl80

The final Luminary in-person event of the year is underway here in London! We’ve heard from our Head of Public Policy, Rachel Vahey as she explored the Government’s strategies on pensions and saving, and what these mean for the industry, advisers, and their clients saving for later life. 📝 Portfolio Manager from Fidelity International, Caroline Shaw now takes to the stage to make sense of the markets so far in 2025, and discusses how exposure to different asset classes can help. #AJBellLuminary

We’re starting off the morning with Tech Tuesday 📰 And we’re diving straight into the big question: ‘what have pension freedoms ever done for us?’ Our Head of Public Policy, @RayVay, explains life before pension freedoms, and how they benefit your clients to this day. Read the full article from Rachel, here: eu1.hubs.ly/H0jh2ln0

Will you be joining us today at 10am? 🕒 Don’t pass up this opportunity to learn about the wider implications of recent policy updates from our Senior Technical Consultant, Joshua Croft. Register now – link in the comments

Labour’s first six months have already seen significant changes to financial planning – but what comes next? Secure your spot at our ‘Off the Road’ webinar to: 🔎 explore Labour’s key policy changes; 🗣️ hear @RayVay's perspective on their achievements and missteps so far; and 🔮 understand how these policies could impact planning in 2025. Don’t miss out – register now: eu1.hubs.ly/H0gfyvc0

Good morning London! The day is finally here… ☀️ Get ready for a full day of expert insight, networking, and entertainment for our twelfth year of #AJBellInvestival! We look forward to welcoming you – registration opens at 8am. Stay tuned to our social feed for regular updates throughout the day 📲 You can find a digital copy of today’s agenda here: investcentre.co.uk/sites/def…

What to expect from the upcoming LTA changes📝 Our Senior Technical Consultant, @lisasippster, dives into the progress on regulations and transfers, and comments on what this could mean for clients stuck in limbo, waiting for 18 November. Read more from Lisa to find out how the upcoming regulation changes will affect clients: investcentre.co.uk/articles/…

Advisers face a surge in pension taxation and CGT queries from clients amid Budget uncertainty 💬 99% of advisers who responded to our survey confirmed that their clients had approached them with questions around pension taxation ahead of Chancellor Rachel Reeves’ inaugural Budget on 30 October. Learn more from our Head of Public Policy, @RayVay: investcentre.co.uk/articles/…

Changes in pension allowances – how has individual protection 2016 been affected for your clients? 💭 Our Head of Public Policy, @RayVay, shares an example of what your client could face regarding their pension pot, and the pros and cons of the new changes. 3-minute read 📖 investcentre.co.uk/articles/…

Will Labour rush it’s decisions after £22 billion ‘black hole’ surprise? As big changes to our pensions and ISAs could be coming in the 30 October Budget, our Senior Technical Consultant, @RayVay, dives into what’s at stake… Read more from Rachel in Money Marketing: moneymarketing.co.uk/opinion…