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Choosing the right financial adviser for you
Old Mutual Wealth’s protection business paid out 95.43% of critical illness claims in 2015, an increase on the 2014 figure.
The UK’s highest-rated money skills programme for young people is coming to Southampton in an exciting new schools project.
Old Mutual Wealth today launches a new Lifestyle Trust which will help people achieve effective inheritance tax planning while retaining flexible access in the future. This high level of flexibility makes the new Trust a compelling solution for all ages and may help attract a younger generation towards inheritance tax planning using trusts.
Old Mutual Wealth today announces it has signed an agreement to acquire the leading expatriate adviser business in Singapore, AAM Advisory. This strengthens Old Mutual Wealth’s commitment to the Asian region and to the financial advice market.
Intrinsic, part of Old Mutual Wealth, today confirms it has completed the acquisition of the Financial Adviser School (the School).