Latest press releases


If you’re covering John Cridland’s State Pension age review please see the following comment from Jon Greer, pensions expert at Old Mutual Wealth: 


If you’re covering the government’s response to the consultation on reducing the money purchase annual allowance, please see the following comment from Ian Browne, Retirement Planning Expert at Old Mutual Wealth. 


If you’re covering the Chancellor’s decision to scrap the increase to National Insurance Contributions announced in the budget, please see the following comment from Jon Greer, pensions expert at Old Mutual Wealth. 


If you’re covering the Supreme Court ruling on the Ilott case, please see the following comment from Rachael Griffin, tax and financial planning expert at Old Mutual Wealth. 


Old Mutual Wealth Private Client Advisers today announces it will establish a new Birmingham office with the acquisition of Premier Planning and Premier Wealth (Premier). 


Financial highlights Funds under management (‘FUM’) up 18% to £123.5 billion (2015: £104.4 billion) Pre-tax Adjusted Operating Profit (‘AOP’) down 15% to £260 million (2015: £307 million) Underlying AOP, before one-off adjustments, £298 million (2015: £305 million) Pre-tax operating margin 32% (2015: 40%)


Written by Richard Buxton, head of UK equities and manager, Old Mutual UK Alpha Fund, Old Mutual Global Investors 


Comment following the Financial Conduct Authority’s rule changes concerning the Lifetime ISA.


Comment following the MEP ruling yesterday on public disclosure of beneficial owners


With Phillip Hammond set to deliver his first (and last) Spring Budget, Old Mutual Wealth’s pensions and financial planning experts ask what changes the Chancellor may have in mind. 


Intrinsic, part of Old Mutual Wealth, is pleased to announce Stephen Gazard will join the business later this year as group managing director. Stephen will work alongside CEO, Andy Thompson, on the distribution strategy for the group as well as leading the mortgage division of the network. 


Intrinsic Financial Services (‘Intrinsic’), part of Old Mutual Wealth, announces it has reached a conditional agreement to acquire the financial adviser network, Caerus.

27/02 The flat rate fee of £215 (or £155 if using a solicitor) will change to one which is tiered based on assets. The change will mean lower value estates are exempt from any charge, but the charge on estates which exceed £50,000 will increase – some quite dramatically.


Staff from Old Mutual International have donated over £26,000 to two Isle of Man charities. Thanks to a year of fundraising by staff, Friends of the Hyperbaric Chamber and A Little Piece of Hope were each presented with a cheque for £13,707.


Rachael Griffin, tax and financial planning expert for Old Mutual Wealth: “The government undoubtedly faces a consumer and trade union backlash against these proposals, despite the fact they appear to be a long way away from reaching a conclusion. 


A new pension planning calculator will launch ahead of tax year end to help advisers deal with complex changes to the annual allowance. 


Old Mutual Wealth feels strongly that the reduction in the Money Purchase Annual Allowance (MPAA) from £10,000 to £4,000 should not be implemented as it is the antithesis of pension freedoms and it should be dropped.


Old Mutual Wealth announces the appointment of Rosie Harris, George Reid and Tim Tookey as independent Non-Executive Directors of the Old Mutual Wealth Board.  Rosie will become Chair of the Board’s Risk Committee in April 2017, George will join the Audit and Risk Committees and Tim will be Chair of the Board’s Audit Committee, both gentlemen joined the Board in February 2017. These appointments follow those of Moira Kilcoyne and Cathy Turner, who joined the Board in December 2016.


If you’re covering the Resolution Foundation report for the Intergenerational Commission released today, please see the below from Jon Greer, Pensions Expert at Old Mutual Wealth:

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