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July 2017

27/07/2017

The Financial Adviser School (FAS) is to expand its support for the financial planning sector by offering two new standalone training programmes. 

26/07/2017

If you are covering the figures released by the HMRC today on the number of people taking pensions flexibly, please see the below comment from Ian Browne, pensions expert at Old Mutual Wealth: 

26/07/2017

If you are covering how HMRC latest stats on QROPS show a continued decline in QROPS transfers, please see below comment from Rachael Griffin, financial planning expert at Old Mutual Wealth:

21/07/2017

Old Mutual Wealth has added to its specialist sales team with the appointment of Chris Tingle to the role of investment specialist.

19/07/2017

If you are covering the State Pension age review, please see the following commentary from Old Mutual Wealth head of retirement policy, Jon Greer:

18/07/2017

If you are covering findings from University College London expert, Sir Michael Marmot, that life expectancy have almost “ground to a halt”, please find comment from Jon Greer, head of retirement policy at Old Mutual Wealth, on what the findings mean for planned State Pension Age increases:

13/07/2017

If you are covering the government’s announcement that it will legislate for all policies that were included in the pre-election Finance Bill, including those to do with deemed domicile and enveloped dwellings, please see the following commentary from Old Mutual Wealth financial planning expert Rachael Griffin.

13/07/2017

If you are covering the government’s announcement that it will legislate for all policies that were included in the pre-election Finance Bill, including the money purchase annual allowance, please see the following commentary from Old Mutual Wealth’s head of retirement policy Jon Greer:

12/07/2017

This morning’s  FCA retirement income study pointed to some of the risks faced by pension customers approaching retirement. Old Mutual Wealth pensions expert Ian Browne looks at six steps consumers should take to build a sustainable retirement income plan:

12/07/2017

If you are covering the FCA’s Retirement outcomes review: interim report please find a comment from Jon Greer, head of retirement policy at Old Mutual Wealth:

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