AJ Bell Bewertungen 

The response to my initial proble, being locked out because I forgot my pass word, was good. However I was offered advice on SIPPS about which I admitted I knew nothing, so was sent a link with loads of detail. But that was inappropriate BECAUSE I AM OVER 75!

I was seriously considering transferring my £210,000 SIPP back to AJ Bell. I previously held my SIPP with them but moved away largely because I felt the platform was falling behind more modern investment apps.

I’d therefore been waiting for the much-publicised website and app update this weekend, expecting a significant improvement.

Unfortunately, I’m struggling to see what has actually changed.

Apart from the new branding and logo, the platform still feels fundamentally the same. In my opinion, this was a huge missed opportunity.

Modern investors increasingly expect features such as investment pies or portfolios, automatic rebalancing, regular investing, dividend reinvestment, fractional shares, better portfolio analytics, clear performance charts, easier fund and ETF comparison tools, useful watchlists and a much more visual and intuitive mobile experience.

Investors should also be able to rebalance portfolios without feeling they are being penalised by dealing charges every time they make an adjustment. Automation is becoming a major part of investing, particularly for people who simply want to set their asset allocation and allow the platform to maintain it.

Platforms such as Trading 212 and others have changed what investors expect from an investment app. Searching for investments, comparing them, viewing portfolio allocation, monitoring performance and managing regular investments can now be extremely simple and visual.

AJ Bell remains a respected company and I’m sure the existing platform will continue to suit many long-standing customers who value familiarity and simplicity. But the investor demographic is changing.

Today's younger investors have grown up using highly polished banking, investment and technology apps. As those generations build larger ISAs, SIPPs and investment portfolios, they are going to expect the same level of technology from their investment platform.

AJ Bell has a strong name, a huge customer base and competitive products, but in my opinion the technology desperately needs to catch up.

I genuinely hoped this weekend’s update would persuade me to move my £210,000 SIPP back to AJ Bell.

Unfortunately, it hasn’t.

For something presented as a major update, I found the changes extremely disappointing. AJ Bell needs to think not only about the investors it has today, but the investors it needs to attract over the next 10–20 years.

My question was handled efficiently, quickly, and courteously.

Very good intuitive website and no fees on regular investments, but there is a major problem. They keep on updating the look of the website, but always forget to change the Investments results to look more like a grid that shows important info to compare at a glance.

For example, if I search "500" for SnP500 funds, it just comes up with a list of investment tickers, instead of the investment, whether you can do regular investments, the management cost, the 1 year price change etc to compare at a glance. Showing the names of each investment without any additional data is completely useless!

Coinmarketcap.com is a terrible, over the top website, but even they knew you can't just list investment tickers without any real data! Update the AJ Bell website properly, instead of just changing the font

I did a search on the AJ Bell website for my historic SIPP withdrawals without success.

My call was answered very quickly and the Customer Service assistant was human (hurrah!) and immediately helpful :)

Simple instructions enabled be to resolve the problem

Fantastic and prompt service. Questions answered with knowledge and cortsey. Kudos.

The agent was very helpful and patient in helping me navigate the AJ Bell website

Very simple process with all the back office work completed by AJ Bell - process was completed well within the stated timeframe

Phoned today for some advice on buying shares and funds and negotiating the AJBell site. Having not bought shares for approximately 20 years I was very unsure of how the process worked. Discussed my issues with a very helpful, pleasant young man who gave me lots of great advice and answered all my queries.Great service.

Good experience

Charisma was amazing, I’m not good with tec, but she talked me through the process, and was extremely polite and helpful.

Excellent customer service from Luke, taking time to straighten out queries.

I tried doing the withdrawal on my own, but wasn't quite sure how to carry it out. However after contacting you, you made it easy for me to carry out my withdrawal and to wait 24 hours to make the withdrawal, which I did, and all was well.

The information, reminder, emails updates, accuracy and everything that follows along with customers service quickness ready to assist with honesty.

Angel who helpd me understand a lot more about GILTS

Really good customer service with a real person! So far, I am happy moving my money to AJ Bell