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October 2016


Old Mutual Wealth announces the appointment of Patrick Gonsalves as Company Secretary, effective January 2017.


Old Mutual Wealth announces the appointment of Leon Deist as Chief Information Officer, effective 1 December 2016.


Caroline Nokes MP has urged local teachers and youth groups to take advantage of free money skills programmes for young people in a visit to Mountbatten Secondary School.


If you are covering speculation about the possible introduction of an age-linked pension tax relief system and/or the Office for Budget Responsibility report on the long-term impact of the annual allowance taper, please see the following commentary from Old Mutual Wealth pensions expert, Jon Greer:


Old Mutual Wealth’s multi-channel model of owning distribution, an investment platform, discretionary fund management and asset management contributed to the delivery of net client cash flows (‘NCCF’) of £0.9 billion in Q3 2016 (Q3 2015: £2.3 billion).  Q3 2015 was an exceptional quarter due to changes to the pension freedom legislation that were introduced, which drove increased levels of NCCF through the UK Platform.


Old Mutual Wealth is pleased to announce the appointment of David Barral as independent customer champion, supporting its Customer Outcomes Forum. 

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