AJ Bell promotes Charlene Young to head of technical

AJ Bell has appointed Charlene Young as its new head of technical, stepping into a newly created role to lead the platform's technical output across pensions, investments, tax, financial planning, and adviser practice. In her new capacity, Young will focus on ensuring complex regulatory, legislative, and tax framework updates are interpreted consistently and communicated clearly to both advisers and retail clients. She will also continue to work alongside AJ Bell's PR and policy teams to deliver commentary and analysis for press and broadcast media. Young brings more than 12 years of experience at AJ Bell to the position, alongside a background as a chartered financial planner and paraplanner.

AJ Bell adds 79,000 customers in six months as profits grow The investment platform noted that advisers can access supporting resources -- including material on impending ISA reforms, the April 2027 inheritance tax (IHT) changes for pensions, CPD-eligible events, and the Great Wrapper Reset Tour -- via the Techcentre on the AJ Bell Investcentre site. Commenting on her appointment, Charlene Young, head of technical at AJ Bell, says: "I'm delighted to be appointed head of technical and excited to lead our talented team of experts. While changes to tax rules and the wider financial planning and savings landscape continue to come thick and fast, they also present an opportunity for us to build on the excellent support we already provide to advisers, paraplanners, and customers. "Personalised advice has never been more valuable, whether it's helping clients discover, articulate, and achieve their financial planning goals, or providing the clarity and peace of mind needed to cut through an increasingly complex environment.

I look forward to working with the team to expand the support we can offer to advisers, as well as trusted guidance to our customers." Tom Selby, director of public policy at AJ Bell, adds: "With tax rules, particularly around pensions and IHT, subject to near constant change by successive governments, helping advisers and their clients navigate these shifting sands has never been more important. Charlene has the gift of being able to make the complex simple and is the perfect person to lead AJ Bell's first-class technical team."