Mywealth
An AJ Bell service that lets you view all your financial assets in one place, helping you manage your money more effectively. On Mywealth, you can add details of every asset and liability you hold, including those outside of AJ Bell – such as bank accounts, investment accounts, property, pensions and more.
More on My WealthPopular 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...