Head of Public Policy at AJ Bell. Love talking about all things to do with savings and retirement. Views are my own.
Joined March 2009
- Tweets 8,898
- Following 1,634
- Followers 2,003
- Likes 15,267
326 Photos and videos
Rachel Vahey retweeted
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: eu1.hubs.ly/H0rF1TP0
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Rachel Vahey retweeted
15 Jul 2025
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: eu1.hubs.ly/H0lLfl80
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10 Jul 2025
Tax doctor: How to avoid being caught by pension recycling rules citywire.com/new-model-advis…
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Rachel Vahey retweeted
12 Jun 2025
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
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12 Jun 2025
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
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10 May 2025
Helping out at the @AJBMoneyMatters sponsorship of the @AAFLondon in Hampstead Heath. Stunning art and such a good vibe.
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Rachel Vahey retweeted
15 Apr 2025
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:
eu1.hubs.ly/H0jh2ln0
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Rachel Vahey retweeted
10 Apr 2025
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
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1 Apr 2025
Enjoying a relaxed day in London filled with coffees, lunch, and pensions/ISAs chat. Perfect.
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6 Mar 2025
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.
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19 Feb 2025
Looking forward to hearing this interview.
19 Feb 2025
Thanks to Carl Emmerson @TheIFS for coming on the show
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Rachel Vahey retweeted
5 Feb 2025
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: eu1.hubs.ly/H0gfyvc0
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12 Dec 2024
À dreich morning in Leeds but hoping to bring a bit of Christmas spirit and learning in our Connect presentation @Investcentre
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18 Nov 2024
Don't panic! Call for calm after Budget pensions IHT change professionaladviser.com/4378… via @profadviser
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Rachel Vahey retweeted
14 Nov 2024
Good morning London! The day is finally here… ☀️
Get ready for a full day of expert insight, networking, and entertainment for our twelfth year of #AJBellInvestival!
We look forward to welcoming you – registration opens at 8am.
Stay tuned to our social feed for regular updates throughout the day 📲
You can find a digital copy of today’s agenda here: investcentre.co.uk/sites/def…
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Rachel Vahey retweeted
5 Nov 2024
What to expect from the upcoming LTA changes📝
Our Senior Technical Consultant, @lisasippster, dives into the progress on regulations and transfers, and comments on what this could mean for clients stuck in limbo, waiting for 18 November.
Read more from Lisa to find out how the upcoming regulation changes will affect clients:
investcentre.co.uk/articles/…
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