November 2016

After more than 27 years at Old Mutual Wealth, Adrian Walker will retire at the end of the year. He will be replaced by Ian Browne, who will take over as Head of Retirement Proposition Marketing in January.

Old Mutual Wealth pensions and financial planning experts comment on the Chancellor's Autumn Statement

Old Mutual International, part of Old Mutual Wealth, today launches a landmark initiative with structured product providers to help international investors achieve better outcomes. 

Chartered financial planning businesses have increased by 82% since 2012 78 percent of Chartered firms say the status helps attract more client By July 2017 firms holding corporate Chartered status will need at least 25% of their advisers to be Chartered Financial Planners in their own right

Old Mutual Wealth Private Client Advisers is today announcing the acquisition of JW Financial Planning, the Cheshire-based advice firm.

We have issued the following media comment on the release of the FCA paper on the rules for the sale of the Lifetime ISA.

Lasting Power of Attorneys allow people to delegate authority for financial and/or welfare matters to someone they trust Used to plan ahead for mental incapacity– ONS data now shows Dementia and Alzheimers as leading cause of death Data obtained by Old Mutual Wealth* shows 1.5m have handed over power for property and financial affairs LPA registrations jump from 129,000 in 2010 to 441,000 in 2015

Intrinsic, part of Old Mutual Wealth, is today pleased to announce the appointment of Gill Davidson as Chief Risk Officer.

Old Mutual Wealth has raised £23,000 to help pay for Ollie Gardiner’s treatment as part of Old Mutual Wealth’s Magical Moments programme, which is an initiative to recognise customers for the individuals they are. 

Chancellor of the Exchequer Philip Hammond is set to make his first Autumn Statement in the coming weeks and given the current economic uncertainty the pressure is on.