V2.0 CLIENT ONBOARDING JOURNEY
Your staffʼs time is precious. Duplicated info isnʼt. Thatʼs why our new onboarding process ensures they only have to input data once.
Prepare for the new tax year
Ensure your clients are aware of all the pension and investment options available to them leading up to April. Find all the key dates on our support page.
Bring home more of the bacon
Our Money Market MPS offers the accessibility of a piggy bank, but much fatter returns. We’ve kept costs nice and lean though – with no management fees, and an OCF of just 0.10%.
Enter the Tech Zone
Our technical experts share regulatory and legislative insights on a range of topics – including the lifetime allowance abolition and ISA changes.
AJ Bell is a FTSE 250 company
A member of the London Stock Exchange
Multi-award-winning investment platform
of assets on behalf of 484,000 customers
Charges
Pricing that’s competitive across a wide range of client scenarios.
Functionality and choice
Comprehensive investment choice, easy-to-use tools and functionality.
Service
Award-winning service and support provided in person, online and over the phone.
Support
Keeping you in the loop, with articles, technical updates, seminars and conferences.