Acquisition History / InvestAcc Group Limited / AJ Bell Platinum (SIPP and SSAS business)
InvestAcc Group Limited Acquires AJ Bell Platinum (SIPP and SSAS business)
Announced March 27, 2025 — $33.8M
What happened
AJ Bell Platinum administers bespoke SIPP and SSAS pension schemes and sat within AJ Bell's non-platform business. AJ Bell agreed to sell it to pensions administrator InvestAcc for up to £25.0M.
- Acquirer
- InvestAcc Group Limited
- Target
- AJ Bell Platinum (SIPP and SSAS business)
- Announced
- March 27, 2025
- Price
- $33.8M
- Industry
- Pension administration
- Buyer type
- Strategic acquirer
- Status
- Announced, not yet closed
By the numbers
Frequently Asked Questions About This Acquisition
When did InvestAcc Group Limited acquire AJ Bell Platinum (SIPP and SSAS business)?
InvestAcc Group Limited acquired AJ Bell Platinum (SIPP and SSAS business) on March 27, 2025. This was InvestAcc Group Limited's 1st publicly tracked acquisition out of 1 we have on record.
How much did InvestAcc Group Limited pay for AJ Bell Platinum (SIPP and SSAS business)?
InvestAcc Group Limited paid $33.8M for AJ Bell Platinum (SIPP and SSAS business).
What does AJ Bell Platinum (SIPP and SSAS business) do?
AJ Bell Platinum administers bespoke SIPP and SSAS pension schemes and sat within AJ Bell's non-platform business. AJ Bell agreed to sell it to pensions administrator InvestAcc for up to £25.0M.
What other Pension administration companies has InvestAcc Group Limited acquired?
AJ Bell Platinum (SIPP and SSAS business) is InvestAcc Group Limited's only publicly tracked acquisition in Pension administration so far.