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.
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
If your due diligence process focuses on cost, find the pension wrapper that fits the bill.
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 external bank accounts 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
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.
The Funds & Shares Service is powered by AJ Bell’s in-house stockbroker
ISA
- ‘Flexible’ ISA, allowing your clients to replace any withdrawals in the same tax year
- Low-cost ISA with custody charges up to 0.2% 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
AJ Bell Funds - managed, low-cost, multi-asset funds covering a range of risk appetites.
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%
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%
Our Junior SIPP, Junior ISA and Lifetime ISA can help your clients and their families… and your business.
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.
Bring home more of the bacon for your clients
Our Money Market MPS has a 0% management fee and an OCF of just 0.10%.
Offshore Bonds
- Use your client’s AJ Bell Investcentre GIA to invest in a Canada Life International, an Utmost Limited or a Quilter International Offshore Bond.