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AJ Bell (AJB) investor relations material
AJ Bell Trading Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Platform growth and customer metrics
- Customer numbers rose by 102,000 to 644,000, a 19% increase year-on-year, with D2C customers up 25% and advised customers up 6%. 
- Platform assets under administration reached a record £103.3 billion, up 19% from the previous year. 
- Underlying gross inflows were £15.8 billion, up 21%, and net inflows were £7.1 billion, up 16% year-on-year. 
- Favourable market movements contributed £9.3 billion to AUA, equating to 11% of opening AUA. 
- D2C platform achieved its best year to date, with record customer growth and net inflows. 
Investment solutions and non-platform business
- Investment solutions saw net inflows of £1.3 billion, with assets under management reaching £8.9 billion, up 31%. 
- Sale of the Platinum SIPP and SSAS business is expected to complete in November 2025. 
Strategic and market context
- Dual-channel strategy and scalable business model supported operational gearing and reinvestment in propositions, pricing, and brand. 
- Heightened outflows in the advised platform were driven by pension lump sum withdrawals and adviser consolidation. 
- Uncertainty around government pension tax policy is causing disruption, with calls for greater stability. 
- Ongoing investment in brand and propositions positions the business well for future growth. 
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