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April 2017

25/04/2017

Following today’s amendments to the Finance Bill, please see comments from Old Mutual Wealth’s financial planning and pensions experts.

28/04/2017

The Board of Old Mutual Wealth announces today that it has appointed Tim Tookey as Chief Financial Officer, reporting to Paul Feeney, Chief Executive of Old Mutual Wealth. This appointment is subject to regulatory approval. Tim is currently a Non-Executive Director of Old Mutual Wealth and Chairman of its Audit Committee.

28/04/2017

Old Mutual Wealth (£bn)1 Q1 2017 Q1 2016 % Change Net Client Cash flow (NCCF) 2.7 1.7 59% Gross sales 7.2 5.0 44%   31-Mar-17 31-Dec-16   Funds Under Management (FUM) 122.3 115.3 6%

27/04/2017

Over 1/3 of over 55s less likely to vote Conservative if the triple lock is at risk Snap election sets the scene for pensions showdown May avoids questions on pension triple lock* Corbyn accuses PM of dodging tricky state pension issue New flash poll shows dropping pension increases puts Tory votes at risk

21/04/2017

On Wednesday the probate fee order was still being discussed in parliament. However, reports late last night indicate the Ministry of Justice have taken the view that it won’t be possible to pursue the changes before the election.

19/04/2017

Old Mutual International, part of Old Mutual Wealth, announces Paul Evans as the new Head of Region for the Middle East and Africa. Paul will take over responsibility for leading the distribution team in the region from Brendan Dolan, who was recently promoted to Sales Director for Old Mutual International.

11/04/2017

If you are covering today’s report, Financial Well-being in the Workplace: A Way Forward,published by the Financial Advice Working Group (FAWG) for HM Treasury and the Financial Conduct Authority, please see the following commentary from Richard Freeman, Old Mutual Wealth chief distribution officer and member of the FAWG.

11/04/2017

If you are covering today’s report, Consumer explanations of advice and guidance, published by the Financial Advice Working Group (FAWG) for HM Treasury and the Financial Conduct Authority, please see the following commentary from Richard Freeman, Old Mutual Wealth chief distribution officer and member of the FAWG.

11/04/2017

If you are covering today’s report, Rules of Thumb & Nudges: Improving the financial well-being of UK consumers, published by the Financial Advice Working Group (FAWG) for HM Treasury and the Financial Conduct Authority, please see the following commentary from Old Mutual Wealth chief distribution officer and FAWG member, Richard Freeman.

06/04/2017

Old Mutual Wealth Private Client Advisers has agreed the acquisition of Shropshire-based Infiniti Financial Planning (Infiniti). 

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