Financial Advisers | Old Mutual Wealth

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Keep up with our thoughts and insights on the industry

PRIIPS and MiFID II – Support for you

In January 2018 two new pieces of regulation (PRIIPS and MiFID II) impacting the financial services industry came into effect. Find the latest support when placing business with Old Mutual Wealth including the latest on the new disclosures and explaining the documentation to your clients. 

Find out more and access example documents, by visiting our European regulation webpage.

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Informer articles

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The big squeeze

With pension allowances being squeezed find out how offshore bonds can help support retirement… 28 Jun 2018
Completing forms View

Three tips for discussing transfer risk with defined benefit clients

These three tips are great discussion points and give you a good opportunity to flush out your… 05 Jun 2018
The Financial Adviser School View

Financial Adviser School – Expanding Your Business

The Financial Adviser School (FAS) currently has 113 students with another 12 expected to join in… 05 Jun 2018
Child Money View

The value of offshore bonds in inter-generational planning

A new breed of offshore bonds is opening up new opportunities for advisers, helping parents gain… 26 Apr 2018
Forest View

Why diversification works

The recent bumpy ride in financial markets has emphasised the importance of having an unconstrained… 17 Apr 2018
Couple meeting adviser View

The benefits of active portfolio management

At a time when the equity and bond trades are finally being questioned after a seemingly relentless… 17 Apr 2018
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Regulation, retirement, and risk

MiFID II has been the buzzword for the first quarter of 2018. As the dust settles, and we focus on… 17 Apr 2018
Coins View

Tax-year end? Don’t forget tax-year beginning

Maximising the amount of time your client is invested for can make a notable difference to their… 11 Apr 2018
Young couple View

Making the basics brilliant – four key questions that advisers are asking their clients ahead of tax year end 

The clock is ticking on the 2017/18 tax year. Here are four questions which could serve as a useful… 21 Mar 2018
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