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May 2016

27/05

Research by Old Mutual Wealth finds more than one in ten advisers have seen clients discouraged from using legitimate tax planning techniques Normal savers should not be discouraged from organising their finances in a tax efficient way with the help of a financial adviser

18/05

If you are covering statistics on income tax published today by HM Revenue and Customs, please see the following commentary from Old Mutual Wealth financial planning expert, Rachael Griffin.

13/05

  UK pension income nears a tipping point as more people set to retire on DC pension than final salary Long-term decline of final salary pensions places pension saving responsibility on the consumer Half of current retirees rely on final-salary pension but only one-third of ‘pre-retirees’ will get gold-plated pension  

06/05

Old Mutual Wealth announces the bolstering of its Executive Committee with the appointment of Steven Braudo as Chief Operating Officer (‘COO’), effective 1 June 2016.  This appointment is subject to regulatory approval.

05/05

Old Mutual Wealth’s vertically integrated strategy of owning distribution, an investment platform, discretionary fund management and asset management contributed to the delivery of strong net client cash flows (‘NCCF’) of £1.8 billion in Q1 2016,  an increase of 80% (Q1 2015: £1.0 billion).  Gross sales increased by 17% to £5.4 billion (Q1 2015: £4.6 billion), primarily driven by strong sales into the Investment Division and the UK Platform.  

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