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Latest press releases

21/09/2017

If you’re covering today’s paper from the Financial Conduct Authority on the ageing population and financial services, please see the following comment from Rachael Griffin, tax and financial planning expert at Old Mutual Wealth:

21/09/2017

In partnership with the Chartered Insurance Institute, Old Mutual Wealth is launching a best practice training programme Old Mutual Wealth agrees with FCA proposals for more rigorous rules on pension transfer market Demand for transfer valuations has surged 

20/09/2017

If you’re covering the Work and Pensions Committee decision to launch an inquiry on pension reforms, please see the following comment from Jon Greer, head of retirement policy at Old Mutual Wealth. Jon says given the Financial Conduct Authority are already looking into pension freedoms, it is crucial the two bodies join up their thinking. 

08/09/2017

Old Mutual Wealth, one of the UK’s largest wealth management businesses, announces the appointment of John Porteous in the newly created role of retail customer solutions director. 

07/09/2017

Old Mutual Wealth is pleased to announce that John-Paul Crutchley (known as J-P) joined the business on 4th September as Head of Investor Relations

03/09/2017

Old Mutual Wealth continues to refine its business model as it prepares for its managed separation from Old Mutual plc in 2018. Old Mutual Wealth seeks to be capital efficient and continuously enhance the prospects for delivering attractive long term economic returns for shareholders.

01/09/2017

Old Mutual Wealth Private Client Advisers today announces it has acquired Dodd Murray, the Cumbria-based financial planning business.

24/08/2017

Gemma Harle is to join Intrinsic, part of Old Mutual Wealth, to lead its mortgage & protection advice business. 

20/08/2017

If you are covering the Department for Work and Pensions announcement concerning pension scams, please see the following comment from Old Mutual Wealth head of retirement policy, Jon Greer:

15/08/2017

If you’re covering the launch of Labour’s national state pension tour please see the below comment from Jon Greer, head of retirement policy at Old Mutual Wealth:   

15/08/2017

Following Denzil Lush’s comments today that Power of Attorneys do not offer adequate safeguards, Rachael Griffin, personal financial planning expert at Old Mutual Wealth, provides this comment:

11/08/2017

If you’re covering Tata Steel’s announcement about its UK pension scheme, please see the following comment from Ian Browne, pensions expert at Old Mutual Wealth: 

11/08/2017

Strong trading and profits in a year of investment

01/08/2017

If you are covering today’s consultation paper ‘FAMR: implementation part II and insistent clients’ please see the following commentary from Old Mutual Wealth chief distribution officer Richard Freeman:

27/07/2017

The Financial Adviser School (FAS) is to expand its support for the financial planning sector by offering two new standalone training programmes. 

26/07/2017

If you are covering the figures released by the HMRC today on the number of people taking pensions flexibly, please see the below comment from Ian Browne, pensions expert at Old Mutual Wealth: 

26/07/2017

If you are covering how HMRC latest stats on QROPS show a continued decline in QROPS transfers, please see below comment from Rachael Griffin, financial planning expert at Old Mutual Wealth:

21/07/2017

Old Mutual Wealth has added to its specialist sales team with the appointment of Chris Tingle to the role of investment specialist.

19/07/2017

If you are covering the State Pension age review, please see the following commentary from Old Mutual Wealth head of retirement policy, Jon Greer:

18/07/2017

If you are covering findings from University College London expert, Sir Michael Marmot, that life expectancy have almost “ground to a halt”, please find comment from Jon Greer, head of retirement policy at Old Mutual Wealth, on what the findings mean for planned State Pension Age increases:

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