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2015 press releases


Old Mutual Wealth including Intrinsic, the UK’s largest financial advice network, is today responding to the government’s ‘Call for Input’ to the Financial Advice Market Review.


Old Mutual International, part of Old Mutual Wealth, has created a new head of distribution development role to focus on supporting, evolving and strengthening the international adviser market through regulatory and business transformation. 


The financial demands of Christmas do not appear to have sparked additional mass pension withdrawals, according to a recent survey[1] undertaken by YouGov on behalf of leading wealth manager, Old Mutual Wealth.


The Government has announced plans for a secondary annuity market, allowing more than five million people to exchange their regular retirement income for a lump sum: News story: Millions given freedom over their pension as government outlines new secondary annuity market‎ Below is a comment from Adrian Walker, retirement planning manager at Old Mutual Wealth:


Old Mutual Wealth announces today that Andy Thompson has been appointed CEO of Intrinsic Financial Services, subject to regulatory approvals being received. Andy will continue to report to Richard Freeman who is stepping up to become chief distribution officer at Old Mutual Wealth.


Old Mutual Wealth is further strengthening its adviser facing support through the appointment of Martin Clubbs as pensions specialist. Martin will be responsible for development and growth of Old Mutual Wealth’s platform business, with particular focus on the individual pensions market.


Old Mutual Wealth is delighted to announce that it has signed an agreement to become a Principal Partner of England Rugby from 2016.


Rachael Griffin, financial planning expert at Old Mutual Wealth comment on the Autumn Statement, including the blow dealt to buy-to-let investors and changes to capital gains tax.


Pension savers should be looking to put as much as they can into their funds ahead of the Chancellor’s Spending Review and Autumn Statement announcement due to be delivered on Wednesday, November 25, according to leading wealth manager, Old Mutual Wealth.


Old Mutual Wealth, the leading wealth management business, announces further developments within its vertically integrated model.  Old Mutual International and Quilter Cheviot will team up to deliver market leading investment opportunities to investors in South Africa.


Under current rules, those suffering from ill health could potentially see their pension assets ultimately subject to inheritance tax (IHT) if they transfer to a new pension scheme to access the range of flexibilities introduced by the pension freedom reforms in April 2015.


Following the unveiling of its ‘Income Select’ retirement income solution last month, Old Mutual Wealth has further enhanced the retirement income options for its pension customers with the introduction of three new options which facilitate the delivery of regular income in a tax efficient manner - also known as ‘drip-feed drawdown’.


Old Mutual Wealth delivered strong results in Q3 2015, consolidating its position as the leading wealth management business in the UK:


The perceived cost of financial advice is the main factor discouraging people from seeing an adviser and consumers have unrealistic expectations about the price they can expect to pay for advice, research from Old Mutual Wealth and Intrinsic has found*.


Leading wealth management business, Old Mutual Wealth, today unveils its new retirement proposition, IncomeSelect. IncomeSelect brings together three leading elements that are transforming retirement planning for financial advisers. These elements are; an income planning tool, the new multi-asset Generation funds from OMGI (Old Mutual Global Investors Launches Revamped Generation Portfolios) and the flexible pension product, the CRA.


Intrinsic, part of Old Mutual Wealth, is today announcing it has provisionally agreed to acquire The Financial Adviser School. It is one of two key initiatives announced today, which form an important part of Old Mutual Wealth’s ongoing commitment to financial advice (see Old Mutual Wealth and Intrinsic launch national advice business).


Old Mutual Wealth and Intrinsic are today announcing the launch of a national advice business, Old Mutual Wealth Private Client Advisers. 


The FCA paper issued today on pension reforms looks to increase the level of information communicated from providers to pension customers. The intention is to ensure the customer is continuously updated with relevant information that will help them not only with an initial decision but with ongoing decisions. These extra measures will make it more explicit to customers if their current level of income is unsustainable, and could act as a prompt for them to seek financial advice.


The non-domicile consultation paper, issued yesterday (Sept 30, 2015), introduces tougher restrictions for non-domiciles beyond those already announced in the Budget.


According to HMRC’s technical note outlining the new main residence nil-rate band and downsizing proposals, people don’t need to own a property on death to benefit from the new residence nil-rate band. Provided they owned a property as at 8 July 2015, it doesn’t matter if, when or how they dispose of the property, their estate will still benefit from the residence nil-rate band on death.

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