AJ Bell
Best Practice | 25 Jan 18
Serial complainer loses AJ Bell ombudsman case
The Pensions Ombudsman has not upheld a complaint from a client and ex financial adviser accusing AJ Bell of poor service, negligence, maladministration and misconduct, which saw the investment firm take the “unprecedented decision” to end its relationship with him.
Best Practice | 24 Jan 18
Pension freedoms withdrawals hit fresh low
Withdrawals under the pension freedoms have hit an all time low, reducing the need for emergency regulation or government intervention, an industry expert says.
Expats hit as funds suspended over missing Priips documents
US expats will be among the worst affected after Hargreaves Lansdown suspended nearly 1,200 ETFs and investment trusts last week after they failed to produce a key information document (Kid) as required under the EU’s new Priips regulation.
Best Practice | 14 Dec 17
Growth stock hysteria clouding investor judgment
Investors are missing out on good, profitable businesses by becoming swept up in the growth stock hysteria, AJ Bell’s Ryan Hughes has warned.
Mike Morrison remembered with PFS lifetime achievement award
Two weeks after his sudden death, the Personal Finance Society has honoured Mike Morrison, head of platform technical at AJ Bell, with its lifetime achievement award.
