Yesterday's Budget's dramatic changes to personal finance highlight the need for advice. moneymarketing.co.uk/opinion/688899…

What to expect from the upcoming LTA changes📝 Our Senior Technical Consultant, Lisa Webster, dives into the progress on regulations and transfers, and comments on what this could mean for clients stuck in limbo, waiting for 18 November. Read more from Lisa to find out how

Good morning London! The day is finally here… ☀️ Get ready for a full day of expert insight, networking, and entertainment for our twelfth year of #AJBellInvestival! We look forward to welcoming you – registration opens at 8am. Stay tuned to our social feed for regular

Don't panic! Call for calm after Budget pensions IHT change professionaladviser.com/4378371/ via @profadviser

Work Big Christmas night out with the wonderful Lisa Webster Life at AJ Bell

À dreich morning in Leeds but hoping to bring a bit of Christmas spirit and learning in our Connect presentation AJ Bell Investcentre

Andy Bell: Who’s been naughty this Christmas? moneymarketing.co.uk/opinion/andy-b…

Labour’s first six months have already seen significant changes to financial planning – but what comes next? Secure your spot at our ‘Off the Road’ webinar to: 🔎 explore Labour’s key policy changes; 🗣️ hear Rachel Vahey's perspective on their achievements and missteps so far; and

Looking forward to hearing this interview.

Had a good day in London yesterday. Started with breakfast at House of Lords discussing AJ Bell Money Matters research on ISA investment gap. And ended watching Bridget Jones.

Out celebrating 19 years of marriage with Mr T #nopensionschat Andrew Tully

Enjoying a relaxed day in London filled with coffees, lunch, and pensions/ISAs chat. Perfect.

Taking a moment in the sunshine before starting work

Will you be joining us today at 10am? 🕒 Don’t pass up this opportunity to learn about the wider implications of recent policy updates from our Senior Technical Consultant, Joshua Croft. Register now – link in the comments

We’re starting off the morning with Tech Tuesday 📰 And we’re diving straight into the big question: ‘what have pension freedoms ever done for us?’ Our Head of Public Policy, Rachel Vahey, explains life before pension freedoms, and how they benefit your clients to this day. Read

Helping out at the AJ Bell Money Matters sponsorship of the Affordable Art Fair UK in Hampstead Heath. Stunning art and such a good vibe.

In London today presenting at #AJBellLuninary I’m covering the government’s desire to drive pension investment in UK plc, and what this means for advisers and clients. Great location and epic group of inspiring women (and men). My favourite day of the year. AJ Bell Investcentre

The final Luminary in-person event of the year is underway here in London! We’ve heard from our Head of Public Policy, Rachel Vahey as she explored the Government’s strategies on pensions and saving, and what these mean for the industry, advisers, and their clients saving for

Tax doctor: How to avoid being caught by pension recycling rules citywire.com/new-model-advi…

Leaving pension money to charity could be tax-inefficient – and the government’s proposals to extend IHT to pensions from 2027 have raised more questions than answers 🤔 Our Head of Pension Policy, Rachel Vahey, goes through some queries you and your clients will want answers to.