AJ Bell公司推出了Gilt MPS 4,这是退休人员的低风险、高税收效率的浮动投资组合,因为对稳定回报的需求不断增长。 AJ Bell launches Gilt MPS 4, a low-risk, tax-efficient gilt portfolio for retirees, as demand grows for stable returns.

AJ Bell公司推出了Gilt MPS 4号,这是一个以退休为重点的新组合,在2026年至2029年期间成熟,扩大了对顾问的管理服务。 AJ Bell has launched Gilt MPS 4, a new retirement-focused portfolio with gilts maturing between 2026 and 2029, expanding its managed service for advisers. 作为对低风险,税收高效投资需求的回应, 提供稳定的现金流, 特别是因为Gilt MPS 1将于2026年1月关闭新业务. The move responds to rising demand for low-risk, tax-efficient investments offering stable cashflows, especially as Gilt MPS 1 closes to new business in January 2026. 更新的范围现在包括三个投资组合,目标是通过短期,折扣的债券实现税收效率的回报,还款利免除资本利得税. The updated range now includes three portfolios targeting tax-efficient returns through short-dated, discounted gilts, with gains at redemption free of capital gains tax. 这项服务每年收费0.10%,最低要求10 000英镑。 The service charges 0.10% annually and requires a £10,000 minimum. 其原因是投资者对金融咨询的兴趣因最近的税收和政策变化而增加,而养老金买断和买入继续通过承保人主导的程序加速。 This comes amid increased investor interest in financial advice, driven by recent tax and policy changes, while pension buy-outs and buy-ins continue to accelerate through insurer-led processes.