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QUILTER PLC COMPLETES SALE OF OLD MUTUAL WEALTH LIFE ASSURANCE LTD

Following the agreement to sell Old Mutual Wealth Life Assurance Limited (OMWLAL) to ReAssure, we can confirm that the sale is now complete. OMWLAL is a predominantly closed book of life assurance business made up of life and pension products sold over the last 40 years.  It also includes the Protection range of products which are open to new business and our Institutional business.

This has no impact on investment and pension products held on the Old Mutual Wealth platform.

Our priority throughout the sale process was to ensure that customers receive the best possible outcomes and service, and we believe the sale will provide that continuity of service.

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M&G PROPERTY FUND SUSPENSION

The M&G property fund has been suspended with immediate effect 4 December 2019. This means that all activities involving this fund, such as taking money out or putting money into it, have been stopped.

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Informer articles

Finding the right balance View

FINDING THE RIGHT BALANCE

The Lifestyle Trust is a simple, innovative solution designed to help savers who don’t want to lock… 25 Nov 2019
Hitting the sweet spot, how offshore bonds can help trustees View

HITTING THE SWEET SPOT, HOW OFFSHORE BONDS CAN HELP TRUSTEES

Using offshore bonds inside a discretionary trust is a real financial planning sweet spot, and can… 27 Nov 2019
Top-slicing relief View

Top-slicing relief – don’t shortcut the calculation

If you are feeling confused on how to calculate top-slicing relief on bonds, this article should… 30 Oct 2019
Keep it Simple Banner View

ACHIEVING TAX-EFFICIENT WITHDRAWALS USING AN OFFSHORE BOND

Offshore bonds can be powerful solutions if used in the right way. Rachael Griffin explores the top… 23 Oct 2019
Understanding the real benefit of ‘gross roll-up’ View

Understanding the real benefit of ‘gross roll-up’

‘Gross roll-up’ is a term used to explain a beneficial tax position of offshore bonds, find out how… 10 Sep 2019
Simplify your clients' ongoing tax & reporting obligations View

How you can help to simplify your clients' ongoing tax and reporting obligations

When building a financial plan for your clients, any ongoing tax and reporting obligations are an… 04 Sep 2019
Redemption bonds View

Offshore redemption bonds – helping to provide enhanced control and flexibility in IHT and generation planning

Offshore capital redemption bonds are growing in importance as advisers recognise the enhanced… 28 Mar 2019
Power of attorney View

Help your clients take control of their future – explain the benefits of power of attorney

When discussing your client’s needs, it is helpful to be aware of the benefits of a Lasting Power… 04 Mar 2019
Myth Buster View

Shattering preconceptions and seeing offshore bonds in a new light

Many financial advisers have preconceived ideas when it comes to offshore bonds and the type of… 31 Jan 2019
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