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Old Mutual Wealth extends adviser support  with pensions specialist hire


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.

Martin brings over 20 years’ experience in the pensions and investment industry.

Prior to his appointment at Old Mutual Wealth, Martin was strategic relationships manager at Scottish Widows where he was responsible for managing a team of business development managers and key adviser relationships for corporate pensions business in the north of England.

This latest hire is part of Old Mutual Wealth’s drive to increase support for financial advisers following April’s pension reforms. In 2015 Old Mutual Wealth has doubled the size of its specialist support team from 8 to 16 and employed 75 new members in its telephone contact centre.  The company is also currently recruiting to double its number of office-based adviser support consultants to 20.

Scott Goodsir, managing director, UK distribution, Old Mutual Wealth, comments:

“2015 has been a year of significant change in our industry and one of our key priorities has been to enhance our support for advisers to help them deliver excellent outcomes for their clients, particularly following the pension reforms in April. 2016 already looks like it will offer more of the same so I’m pleased to be adding further expertise to our team.”

Martin Clubbs comments:

“Old Mutual Wealth is a vibrant, fast developing business with a growing reputation and I’m excited to be joining the specialist team to provide advisers with the help they need. The breadth of talent in the team is unparalleled in the industry and I’m very much looking forward to the task ahead.”


For more information contact

Tim Skelton-SmithOld Mutual Wealth02380 916 99807824 145

Notes to editors:

About Quilter plc:

Quilter plc is a leading wealth management business in the UK and internationally, helping to create prosperity for the generations of today and tomorrow.

Quilter plc oversees £118.1 billion in customer investments (as at 30 September 2018).

It has an adviser and customer offering spanning: financial advice; investment platforms; multi-asset investment solutions and discretionary fund management.

The business is comprised of two segments: Wealth Platforms and Advice and Wealth Management.

Wealth Platforms includes the Old Mutual Wealth UK Platform; Old Mutual International, including AAM Advisory in Singapore; and the Old Mutual Wealth Heritage life assurance business.

Advice and Wealth Management encompasses the financial planning network, Intrinsic; Quilter Private Client Advisers; discretionary fund management business, Quilter Cheviot; and Quilter Investors, the Multi-asset investment solutions business.

The Quilter plc businesses are being re-branded to Quilter over a period of approximately two years:

• The Multi-asset business is now Quilter Investors

• Intrinsic to Quilter Financial Planning

• The private client advisers business is now Quilter Private Client Advisers

• The UK Platform to Quilter Wealth Solutions

• The International business to Quilter International

• The Heritage life assurance business to Quilter Life Assurance

• Quilter Cheviot will retain its name

This press release is for journalists only and should not be relied upon by financial advisers or customers.

Please remember that past performance is not a guide to future performance. The value of investments and the income from them can go down as well as up and investors may not get back any of the amount originally invested. Exchange rate changes may cause the value of overseas investments to rise or fall.

This communication is issued by Quilter plc.  Registered office: Millennium Bridge House, 2 Lambeth Hill, London EC4V 4AJ, United Kingdom. Registered number: 6404270.  Registered in England.