January 2017 – Media Centre | Old Mutual Wealth
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January 2017

31/01/2017

As tax year end approaches, people will be rushing to ensure they maximise their annual allowances and have their finances in good shape. This deadline applies equally to foreign expats (often referred to as non-UK domiciles) living in the UK as it does to those who were born in the UK. In fact, this year, foreign expats may have even more considerations due to new regulations coming into force from 6 April 2017. 

26/01/2017

Following the release of ONS Monthly economic commentary: Jan 2017 showing increasing inflation alongside moderate wage growth, Rachael Griffin, financial planning expert at Old Mutual Wealth,comments on why this may place greater pressure on the state pension triple lock. 

25/01/2017

Following figures released by the HMRC today on the number of people taking pensions flexibly, please find a comment from Jon Greer, pensions expert at Old Mutual Wealth: 

25/01/2017

Quilter Cheviot, part of Old Mutual Wealth, announces that David Loudon, Chief Executive Officer, has decided to retire from his role with effect from 30 June 2017.  From that date, David will act as an adviser to the business.

23/01/2017

Old Mutual International, part of Old Mutual Wealth, a leading wealth management business in the UK and internationally, is delighted to announce, in partnership with the UK charity MyBnk and the Isle of Man Department of Education and Children, the launch of ‘Money Skills for Schools’ Week, taking place from the 6th February 2017.

14/01/2017

Founder of Skandia in the UK, Paul Bradshaw, has passed away following a cardiac arrest.

13/01/2017

Old Mutual Wealth announces that Lord Leitch (‘Sandy’, pictured below),  has decided to step down from his positions as Non-Executive Director of the Old Mutual Wealth Board and also as Chairman of the Intrinsic Financial Services (‘Intrinsic’) Board at the end of March 2017.   Sandy will remain as an adviser to the Intrinsic Board until June 2017.

12/01/2017

Old Mutual Wealth announces the appointment of Moira Kilcoyne and Cathy Turner as independent Non-Executive Directors of the Old Mutual Wealth Board.  

10/01/2017

If you’re covering the ONS data on household disposable income and inequality released today, please see the below from Jon Greer, Pensions Expert at Old Mutual Wealth:

10/01/2017

Brendan Dolan will become the new sales director for Old Mutual International, part of Old Mutual Wealth, subject to the appropriate regulatory approvals. Brendan has been with the company for over 25 years, the last 10 years have been spent in Dubai, heading up the Middle East and Africa region.

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