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Old Mutual Wealth increases adviser support with two specialist sales hires


With the biggest reform in UK pensions for a generation on the horizon, Old Mutual Wealth has enhanced its support for advisers with the appointment of two more pension specialists to its Specialist Sales Team, Roddy Munro and Tim Mason. The new appointments increase Old Mutual Wealth’s specialist sales team to 19, with four dedicated to pensions.

Roddy and Tim will cover the North region, with the aim to support advisers through the upcoming pension changes and beyond, through workshops, forums and one-to-one sessions focussing on practical advice ideas for use with clients.

Tim Mason is a Fellow of the Personal Finance Society, Associate of the Pension Management Institute and Certified Financial Planner. He has more than 14 years’ experience in the financial service market, including a previous role at Skandia. He joins from Just Retirement, where he spent 3 years as Key Account Director.

Roddy Munro is a Chartered Financial Planner and Associate member of the Chartered Insurance Institute. He joins after 24 years at Scottish Widows, where he supported the London and Scotland & NI sales teams and his role included development of the Retirement Account proposition and Scottish Widows’ response to RDR both in individual and corporate pensions.

Tony HarrisCommenting on the appointments, Tony Harris, Head of Specialist Sales, Old Mutual Wealth, said: “Both Roddy and Tim have exceptional experience in the pensions market and with less than three months until the pension reforms come into force, I’m delighted to be able to provide even more comprehensive support to advisers during this crucial period.

“The job of our specialists is to take what are very often complex matters and make them accessible for both advisers and their clients and we have seen unprecedented demand for the kind of support they provide.

“Roddy and Tim are joining an excellent team which, with further support from Old Mutual Wealth’s marketing and technical teams, is passionate about helping advisers achieve the best possible outcomes for their clients.”

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.