Rachel Vahey

Head of Public Policy at AJ Bell. Love talking about all things to do with savings and retirement. Views are my own.

[AJ Bell Investcentre @Investcentre]

Manage every aspect of client planning in one place ⚙️

With the addition of an onshore bond, AJ Bell Investcentre now offers the most comprehensive wrapper range in the market – helping you manage clients’ wealth efficiently, whatever their objectives.

👉 See how it works and the benefits to your clients: https://t.co/rfBIDDQP4K

[AJ Bell Investcentre @Investcentre]

Leaving pension money to charity could be tax-inefficient – and the government’s proposals to extend IHT to pensions from 2027 have raised more questions than answers 🤔

Our Head of Pension Policy, @RayVay, goes through some queries you and your clients will want answers to.

Gain more understanding in her latest article: https://t.co/aJWj6l7kl8

[Rachel Vahey @RayVay]

Tax doctor: How to avoid being caught by pension recycling rules https://t.co/f5Xl2ZveZL

[Rachel Vahey @RayVay]

@Tess_invests What were the two 4* ones?

[AJ Bell Investcentre @Investcentre]

The final Luminary in-person event of the year is underway here in London!

We’ve heard from our Head of Public Policy, Rachel Vahey as she explored the Government’s strategies on pensions and saving, and what these mean for the industry, advisers, and their clients saving for later life. 📝

Portfolio Manager from Fidelity International, Caroline Shaw now takes to the stage to make sense of the markets so far in 2025, and discusses how exposure to different asset classes can help.

#AJBellLuminary

[Rachel Vahey @RayVay]

In London today presenting at #AJBellLuninary

I’m covering the government’s desire to drive pension investment in UK plc, and what this means for advisers and clients.

Great location and epic group of inspiring women (and men).

My favourite day of the year.
@Investcentre

[Rachel Vahey @RayVay]

Helping out at the @AJBMoneyMatters sponsorship of the @AAFLondon in Hampstead Heath. Stunning art and such a good vibe.

[AJ Bell Investcentre @Investcentre]

We’re starting off the morning with Tech Tuesday 📰

And we’re diving straight into the big question: ‘what have pension freedoms ever done for us?’

Our Head of Public Policy, @RayVay, explains life before pension freedoms, and how they benefit your clients to this day.

Read the full article from Rachel, here:

https://t.co/sOzHTIfi8i

[AJ Bell Investcentre @Investcentre]

Will you be joining us today at 10am? 🕒

Don’t pass up this opportunity to learn about the wider implications of recent policy updates from our Senior Technical Consultant, Joshua Croft.

Register now – link in the comments

[Rachel Vahey @RayVay]

Taking a moment in the sunshine before starting work

[Rachel Vahey @RayVay]

Enjoying a relaxed day in London filled with coffees, lunch, and pensions/ISAs chat. Perfect.

[Rachel Vahey @RayVay]

@langcatnat @pensionstully Yes, I’ve done very well haven’t I? 😉

[Rachel Vahey @RayVay]

Out celebrating 19 years of marriage with Mr T #nopensionschat @pensionstully

[Rachel Vahey @RayVay]

@IanMarcusChapma @AJBMoneyMatters Hi Ian. The average men's ISA (including cash and S&S) is worth £3,000 more than the average women's (HMRC data). Multiplied up that's £6.6bn. Hope that helps.

[Rachel Vahey @RayVay]

Had a good day in London yesterday. Started with breakfast at House of Lords discussing @AJBMoneyMatters research on ISA investment gap. And ended watching Bridget Jones.

[Rachel Vahey @RayVay]

Looking forward to hearing this interview.

[Charlene Young @Charlene__Young]

Thanks to Carl Emmerson @TheIFS for coming on the show

[AJ Bell Investcentre @Investcentre]

Labour’s first six months have already seen significant changes to financial planning – but what comes next?

Secure your spot at our ‘Off the Road’ webinar to:

🔎 explore Labour’s key policy changes;
🗣️ hear @RayVay's perspective on their achievements and missteps so far; and
🔮 understand how these policies could impact planning in 2025.

Don’t miss out – register now: https://t.co/ndPy1mA2B9

[Rachel Vahey @RayVay]

@PensionsDave @paulbattye @Tess_invests Even more amazing when remember written nearly 50 years ago. So much recognisable technology. I love it. Reread it so many times.

[Rachel Vahey @RayVay]

Andy Bell: Who’s been naughty this Christmas? https://t.co/79BqigYTsp

[Rachel Vahey @RayVay]

À dreich morning in Leeds but hoping to bring a bit of Christmas spirit and learning in our Connect presentation @Investcentre