AJ Bell funds
AJ Bell’s own range of no-hassle investment funds, managed by our team of experts. Each fund has a different investment objective – including growth, income generation, and responsible growth.
The AJ Bell funds are designed to be held over the longer term. Each invests in different types of assets, in different proportions, depending on their level of risk and investment objective.
More on AJ Bell fundsPopular terms
Lump sum and death benefit allowance
This is a limit on the total tax-free lump sums that can be paid from your pensions both in your...
Lump sum allowance
When you access your pension, you can usually take up to 25% of the value tax-free. The lump sum allowance...
Ready-made pension
A simple, low-cost pension where you choose from four AJ Bell fund options.
Money paid in is automatically invested...