We’ll help you look after your clients in the most time- and cost-efficient way possible.

Discover our range of retirement and investment products.

 

 

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Retirement Investment Account


An all-in custody charge from 0.20% to 0.25%.

  • A pension wrapper with a simple, all-in cost of 0.25% p.a. for assets up to £500,000 and 0.20% p.a. on assets over £500,000. There are no other fees for setup, administration, dealing or drawdown
  • Access to our Funds & Shares Service alongside our Managed Portfolio Service, Retirement Portfolio Service and full range of multi-asset funds

 

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If your due diligence process focuses on cost, find the pension wrapper that fits the bill.

TRY OUR PENSION CALCULATOR

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SIPP


Simple menu of administration charges, plus custody charges from 0.00% to 0.20%.

  • Access to our Funds & Shares Service
  • Choose from our panel of investment partners, as well as ‘whole-of-market’ investments and commercial property via the off-panel option
  • SIPP quarterly administration charges are waived if more than £200,000 is invested via the Funds & Shares Service
  • Dealing from £0 (no charge applies to dealing or switching through our bulk dealing/model service and regular investment and disinvestment services).
  • The optional ‘Funds & Shares Service execution-only’ (F&SS XO), allows your clients to manage investments separately from those managed by you

 

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Junior SIPP


Next-generation products for your next generation of clients.

  • Low-cost Junior SIPP with custody charges up to 0.20% p.a.
  • Dealing from £0 (no charge applies to dealing or switching through our bulk dealing/model service and regular investment and disinvestment services).
  • Access to a wide-range of funds, ETFs and investment trusts, as well as our Managed Portfolio Service and full range of multi-asset funds with a low-cost annual management fee of just 0.15%

 

The standard SIPP administration charges will apply when the account holder reaches age 18.

 

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The Funds & Shares Service is powered by AJ Bell’s in-house stockbroker

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ISA


  • Low-cost ISA with custody charges up to 0.20% p.a.
  • Access to our Funds & Shares Service provides freedom to invest in everything from funds, ETFs, investment trusts, shares and bonds
  • Dealing from £0 (no charge applies to dealing or switching through our bulk dealing/model service and regular investment and disinvestment services).
  • No establishment, quarterly administration or withdrawal charges where assets are held on our Funds & Shares Service
  • Provides the option of using our Funds & Shares Service execution-only option, called F&SS XO, which allows your clients to manage investments separate from those managed by you

 

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Junior ISA


Our Junior ISA can help your clients and their families.

  • Low-cost Junior ISA with custody charges up to 0.20% p.a.
  • Dealing from £0 (no charge applies to dealing or switching through our bulk dealing/model service and regular investment and disinvestment services).
  • No establishment, quarterly administration or withdrawal charges where assets are held on our Funds & Shares Service
  • Access to a wide-range of funds, ETFs and investment trusts, as well as our Managed Portfolio Service and full range of multi-asset funds with a low-cost annual management fee of just 0.15%

 

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Lifetime ISA


  • Low-cost Lifetime ISA with custody charges up to 0.20% p.a.
  • Dealing from £0 (no charge applies to dealing or switching through our bulk dealing/model service and regular investment and disinvestment services).
  • No establishment, quarterly administration or withdrawal charges where assets are held on our Funds & Shares Service
  • Access to a wide-range of funds, ETFs and investment trusts, as well as our Managed Portfolio Service and full range of multi-asset funds with a low-cost annual management fee of just 0.15%

 

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AJ Bell Funds - managed, low-cost, multi-asset funds covering a range of risk appetites.

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Young female party

GIA


  • Low-cost GIA with custody charges up to 0.20% p.a.
  • A convenient, low-cost way to buy and sell a comprehensive range of investments
  • Dealing from £0 (no charge applies to dealing or switching through our bulk dealing/model service and regular investment and disinvestment services).
  • No establishment, quarterly administration or withdrawal charges where assets are held on our Funds & Shares Service
  • Access to a wide-range of funds, ETFs and investment trusts, as well as our Managed Portfolio Service and full range of multi-asset funds with a low-cost annual management fee of just 0.15%
  • Provides the option of using our Funds & Shares Service execution-only option, called F&SS XO, which allows your clients to manage investments separate from those managed by yourself.

 

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Canada life and Utmost wealth solutions

Offshore Bonds


  • Use your client’s AJ Bell Investcentre GIA to invest in a Canada Life International and an Utmost Limited Offshore Bond.

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