Logotype for AJ Bell plc

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.
Logotype for AJ Bell plc
Trading Update summary23 Oct, 2025

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.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next AJ Bell earnings date

Logotype for AJ Bell plc
H2 20254 Dec, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next AJ Bell earnings date

Logotype for AJ Bell plc
H2 20254 Dec, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

AJ Bell plc provides online investment platforms and stockbroking services for retail investors and financial advisers. The company offers tax-efficient savings accounts, dealing services, and pension administration through digital platforms. It serves clients in the United Kingdom. The company is headquartered in Manchester, United Kingdom, and its shares are listed on the LSE.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage