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Provider profile / public summaryRetirement planning

AJ Bell

A high-level view of the decisions in this dataset that mention AJ Bell. It is useful context, not personal financial advice or a recommendation to choose a provider.

Observed decisions104Large enough to publish safely
Share of dataset2.1%Not a market-share estimate
Value coverage93Decisions with a usable value
Repository window2025 — 202650+ threshold per release
Public summary

What the published group looks like.

These figures describe this group in isolation. They are context, not a scorecard.

Pension pot £525,000 Median · 93 qualifying values

P25 — P75: £120,000 — £1,000,000

Withdrawal age 59 Median · 58 qualifying values

P25 — P75: 56 — 62

Annual withdrawal £25,000 Median · 57 qualifying values

P25 — P75: £15,000 — £40,000

Movement over time

Provider trend

Only months meeting the public threshold are shown.
Market context

Provider versus the disclosed dataset.

Pension pot£525,000Dataset: £485,000 · +8.2%
Withdrawal age59Dataset: 60 · -1.7%
Annual withdrawal£25,000Dataset: £30,500 · -18.0%
A clear public boundary

Some questions need a fuller review.

Retirement planning combines pension-calculator decisions and SIPP withdrawal-mode records across the full history. These records overlap the SIPP view and must not be added to its totals. Every provider statistic is calculated from approved aggregate cohorts with at least 50 observations. The profile is a directional teaser, not a market-share, customer-quality, or investment-performance ranking.

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