KID
‘Key Information Document’. Before you invest in a fund, you should read its important documents. That includes the KID, which gives you information about a fund's charges, risk rating and investment profile. See also fund factsheet.
View 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...