Earn up to £1,000 cashback this autumn

It pays to move your pension to us

Terms and conditions apply

Special offers


Up to £1,000 cashback for transferring to our SIPP

Up to £1,000 cashback for transferring to our SIPP

This autumn, we'll give you between £50 and £1,000 cashback when you transfer a pension to an AJ Bell Youinvest SIPP. The more you transfer, the more cashback you'll get.

The offer runs from 2 September, and will last until all cashback has been claimed, or until 29 November 2019.

Terms and conditions apply. Check for benefit loss.

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£50 voucher for recommending our Lifetime ISA

£50 voucher for recommending our Lifetime ISA

When you recommend our Lifetime ISA to a friend, we'll thank you with a £50 Amazon voucher. And we'll send your friend a free copy of ‘The DIY Investor’ (RRP £17.99) by Andy Bell to help them on their investing journey.

Your friend needs to be new to AJ Bell Youinvest and open a Lifetime ISA worth £1,000 or more.

T&Cs apply. LISA rules apply.

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Find a new home for your investments and we'll pay you up to £500

When you transfer your SIPP, ISA or Dealing account to us we will help cover the costs your current provider charges for transferring your account.

We'll pay up to £35 per investment moved and up to £100 for general exit fees, up to an overall maximum of £500 per person.

To be eligible the SIPP, ISA or dealing account being transferred must be valued at £20,000 or more.

This offer is open to both existing and new customers.

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Frequent dealing rate for shares

If you make 10 or more online share deals in a month, then the following month you will only pay £4.95 for all your online share deals.

The online share dealing charge is determined by the number of share deals you placed across all the accounts in your individual name (excluding any regular investment and dividend reinvestment deals).

For example, if you deal 12 times in shares in January, you will only pay £4.95 for all your share deals in February. Your share dealing rate will then return to our standard charges in March if the number of share deals you place in February is under 10.

For more information see our Charges and rates


£100 when you recommend a friend

When you recommend us to a friend, we’ll give you £100 to say thank you, and your friend a free copy of ‘The DIY Investor’ (RRP £17.99) by Andy Bell.

You can recommend as many friends as you like. They just need to be new to AJ Bell Youinvest, and open a SIPP or ISA worth £10,000 or more.

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Free digital copy of Shares magazine worth over £220 a year

Open an AJ Bell Youinvest account and maintain a balance of £4,000 or more and you will get access to Shares magazine online for free.

Shares magazine is one of the UK’s leading online investment publications, designed to help private investors make the most of their money. It provides in-depth research on stocks, shares, funds and investment trusts as well as personal finance issues. Every week you’ll have access to:

  • Smart ideas on new investments to buy
  • Expert analysis that could help you grow your wealth
  • Practical advice on personal finance issues
  • In-depth reporting on the events that move the markets
  • Breaking financial news

If you have £4,000 or more across all your personal accounts you will get access to Shares online.

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