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Latest press releases

14/01

Founder of Skandia in the UK, Paul Bradshaw, has passed away following a cardiac arrest.

13/01

Old Mutual Wealth announces that Lord Leitch (‘Sandy’, pictured below),  has decided to step down from his positions as Non-Executive Director of the Old Mutual Wealth Board and also as Chairman of the Intrinsic Financial Services (‘Intrinsic’) Board at the end of March 2017.   Sandy will remain as an adviser to the Intrinsic Board until June 2017.

12/01

Old Mutual Wealth announces the appointment of Moira Kilcoyne and Cathy Turner as independent Non-Executive Directors of the Old Mutual Wealth Board.  

10/01

If you’re covering the ONS data on household disposable income and inequality released today, please see the below from Jon Greer, Pensions Expert at Old Mutual Wealth:

10/01

Brendan Dolan will become the new sales director for Old Mutual International, part of Old Mutual Wealth, subject to the appropriate regulatory approvals. Brendan has been with the company for over 25 years, the last 10 years have been spent in Dubai, heading up the Middle East and Africa region.

09/01

Old Mutual plc today completes the sale of Old Mutual Wealth Italy to Phlavia Investimenti (previously ERGO Italia), owned by Cinven, the international private equity firm. The transaction was announced 9 August 2016.

03/01

Following the numerous celebrity deaths in 2016, Rachael Griffin, Old Mutual Wealth financial planning expert suggests inheritance planning should be on people’s list of resolutions for the new year. 

15/12

To promote financial education in schools Old Mutual Wealth is sponsoring the 2017 Moneywise Personal Finance Teacher of the Year competition.

08/12

After more than 27 years at Old Mutual Wealth, Adrian Walker will retire at the end of the year. He will be replaced by Ian Browne, who will take over as Head of Retirement Proposition Marketing in January.

23/11

Old Mutual Wealth pensions and financial planning experts comment on the Chancellor's Autumn Statement

22/11

Old Mutual International, part of Old Mutual Wealth, today launches a landmark initiative with structured product providers to help international investors achieve better outcomes. 

21/11

Chartered financial planning businesses have increased by 82% since 2012 78 percent of Chartered firms say the status helps attract more client By July 2017 firms holding corporate Chartered status will need at least 25% of their advisers to be Chartered Financial Planners in their own right

17/11

Old Mutual Wealth Private Client Advisers is today announcing the acquisition of JW Financial Planning, the Cheshire-based advice firm.

16/11

We have issued the following media comment on the release of the FCA paper on the rules for the sale of the Lifetime ISA.

16/11

Lasting Power of Attorneys allow people to delegate authority for financial and/or welfare matters to someone they trust Used to plan ahead for mental incapacity– ONS data now shows Dementia and Alzheimers as leading cause of death Data obtained by Old Mutual Wealth* shows 1.5m have handed over power for property and financial affairs LPA registrations jump from 129,000 in 2010 to 441,000 in 2015

14/11

Intrinsic, part of Old Mutual Wealth, is today pleased to announce the appointment of Gill Davidson as Chief Risk Officer.

09/11

Old Mutual Wealth has raised £23,000 to help pay for Ollie Gardiner’s treatment as part of Old Mutual Wealth’s Magical Moments programme, which is an initiative to recognise customers for the individuals they are. 

08/11

Chancellor of the Exchequer Philip Hammond is set to make his first Autumn Statement in the coming weeks and given the current economic uncertainty the pressure is on.

07/11

Old Mutual International, part of Old Mutual Wealth, boosts support for the domestic adviser channel in Hong Kong with a new senior appointment. Ivy Lee joins as Head of Business Development for the Hong Kong domestic market with responsibility for building and growing Old Mutual International’s reach in the domestic adviser market.

25/10

Old Mutual Wealth announces the appointment of Patrick Gonsalves as Company Secretary, effective January 2017.

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