Online benefits

  • Request PCLS payments, designate additional funds to drawdown and instruct subsequent regular or ad hoc income payments.
  • Request one-off or regular UFPLS payments from the client dashboard, removing the need to submit a form.
  • Request ad hoc taxable regular income payments, or amend taxable income payments, for clients who are already in drawdown.
  • Built-in validation means we collect the information we require to process requests from you upfront.
 

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Financial adviser verification

This area of the website is intended for financial advisers and other financial professionals only. If you are a customer of AJ Bell Investcentre, please click ‘Go to the customer area’ below. 

We will remember your preference, so you should only be asked to select the appropriate website once per device.

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