Latest press releases


Old Mutual Wealth is further strengthening its specialist sales team through the appointment of Jamie Clark as pensions specialist. 


Old Mutual Wealth is pleased to launch a new Transfer Value Analysis (TVA) service following the suspension of the old service last month in response to the clarification made by the Financial Conduct Authority in PS18/6. 


If you’re covering Andrew Bailey’s speech on high cost credit and John McDonnell’s announcement that a Labour government would look to cap overdraft fees and charges, please see the following comment from Jane Goodland, responsible business director at Quilter.


Quilter plc’s Multi-Asset business (Quilter Investors) today announces WealthSelect has surpassed £5 billion1 in client assets under management.


£17.1bn (at 31 March 2018) asset manager becomes the first business to rebrand under Quilter plc Quilter Investors announces series of new hires & Executive Committee structure


If you’re covering pension figures from the HMRC today please see the below comment from Jon Greer head of retirement policy at Old Mutual Wealth:  


Amendments to the Financial Guidance and Claims Bill passed in the House of Commons yesterday mean those in serious debt who are in hospital or under the care of a community crisis team will not have to attend a debt advice meeting in order to be eligible for a 'breathing space' respite period when it is introduced. 


69% of parents are uncomfortable (52%) or unsure (17%) of the idea of their child gaining control over a large lump sum at the age of 18, according to research from Old Mutual Wealth* 80% may want control of how their children spend their money when they are of age


If you’re covering the RSA’s recommendation to create flat rate pension tax relief please see the following comment from Jon Greer, head of retirement policy at Old Mutual Wealth. Jon explains why this move will not end the self-employed saving dilemma, but how the political backdrop may encourage such a reform in the future. 


If you’re covering today’s figures from the Office for National Statistics that reveal the end of the UK pay squeeze, with wages rising above inflation, please see the following comment from Ian Browne, pensions expert at Old Mutual Wealth. 


Scrutiny on company pension schemes is increasingly impacting possible acquisition activity in the UK. Recently, both a US private equity firm’s plan to buy rail operator FirstGroup and Melrose’s plans to takeover GKN have been impacted by their ability to fund pension liabilities.


If you’re covering the FCA business plan please see the following comment from Jane Goodland, Responsible Business Director at Old Mutual Wealth. 


If you’re covering today’s economic well-being figures from the Office for National Statistics please see the following comment from Rachael Griffin, tax and financial planning expert at Old Mutual Wealth: 


Old Mutual Wealth Life Assurance’s Independent Governance Committee (IGC), an independent body created in 2015 to oversee the governance of its workplace pensions, has today published its third annual report assessing the charges, investment strategy and service levels of its workplace personal pension schemes.


If you’re covering the FCA’s review of non-advised drawdown pension sales please see the following comment from Ian Browne, pension expert at Old Mutual Wealth: 


In line with its announcement on 15 November 2017, Old Mutual Wealth confirms that its group company name has changed from Old Mutual Wealth Management Limited to Quilter plc (“Quilter”). 


Old Mutual Wealth releases its latest life and critical illness claims data showing it has paid 100% of life claims for the eighth year in a row and 94.6% of all critical illness claims in 2017. Over this eight year period, Old Mutual Wealth have successfully paid out 15,067 claims with a total of over £976m paid.


If you’re covering the government’s Defined Benefit White Paper and the joint call for input from The Pensions Regulator and the Financial Conduct Authority, please see the following comment from Ian Browne, pensions expert at Old Mutual Wealth. 

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