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Supporting you and your clients
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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WealthSelect

WealthSelect

Create your own portfolios or benefit from our Managed Portfolio…

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Generation

Generation

Flexible and bespoke solutions designed to meet the retirement needs…

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Informer

Technical hot topics

Our dedicated technical support - Knowledge Direct.

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Protection

Protection

Protect lets you tailor insurance for your clients.

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Informer articles

Forest View

Why diversification works

The recent bumpy ride in financial markets has emphasised the importance of having an unconstrained… 17 Apr 2018
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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
Glasses and pen View

Regulation driving change

The impact of MiFID II and PRIIPs is still being felt by all in the financial services industry.… 12 Mar 2018
Group of people View

The best of two products for IHT

Using a protection policy to cover a potential IHT liability is a straightforward solution and the… 28 Feb 2018
People around a desk View

Centralised retirement propositions: new problems need new solutions

Deciding how to use pension savings is one of the most important financial decisions people will… 21 Feb 2018
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Gifts into property trusts can cause a lifetime charge

Rachael Griffin, tax and financial planning expert, walks through a case study which shows the… 10 Aug 2017
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