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Tech news and views

Expert insight from our in-house tech team – cutting through complexity to help you tackle financial planning, regulation and legislation with confidence.

Latest updates

A trusted source of technical updates, helping you respond to the latest shifts in industry legislation and regulatory change.

Technical guides

In-depth guides that simplify complex topics so you can focus on what matters: delivering expert advice with clarity and assurance.

Annual allowance tapering guide

Annual allowance tapering guide

Pension transfers guide

Pension transfers guide

ISA adviser guide

ISA adviser guide

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Meet our experts

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Lisa Webster

Senior Technical Consultant

Lisa has been in the financial services industry since 2003. Prior to joining AJ Bell in 2014 she spent nine years working in senior technical and consultancy roles at a major SIPP and SSAS provider. 

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Joshua Croft

Senior Technical Consultant

Josh studied Business Studies at the University of Lincoln before beginning to work in financial services, initially in Defined Benefit pension fund management and more recently in corporate workplace pensions and benefits.

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Rachel Vahey

Head of Public Policy

Rachel helps financial advisers and planners understand the changing pensions and savings environment, as well as how new legislation and regulation affects them and their clients.

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An innovative platform, built for you.

Smarter. Faster. Secure. All wrapped up in one workflow.

Get a taste of Mastering the Platform with our webinar. We’ll show you what a next-gen platform looks like.

The information on this page is intended for professional advisers only.