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May 2018

31/05/2018

If you’re covering the Financial Conduct Authority’s review and action on high-cost credit please see the following comment from Jane Goodland, responsible business director at Quilter. The FCA’s crackdown includes immediate rules to increase transparency on overdrafts and considering a cap on rent-to-own prices.

25/05/2018

If you’re covering the savings paper from the Office of Tax Simplification issued today, please see the following comments from Rachael Griffin, tax and financial planning expert and Ian Browne, pensions expert at Old Mutual Wealth. They discuss the overall complexities of the tax system, overpayment of tax on pension withdrawals and ISA simplification.

23/05/2018

Old Mutual Wealth continues to strengthen its adviser support team through the appointments of pension specialist, John Corbyn, and offshore specialist, Ash Kapasi. 

21/05/2018

If you’re covering the FCA’s review of automated investment services, please see the following comment from Jon Greer, head of retirement policy at Old Mutual Wealth: 

16/05/2018

If you’re covering the Work and Pensions Select Committee’s final report on the Carillion collapse please see the following comment from Ian Browne, pensions expert at Old Mutual Wealth. 

04/05/2018

Old Mutual Wealth is further strengthening its specialist sales team through the appointment of Jamie Clark as pensions specialist. 

03/05/2018

Old Mutual Wealth is pleased to launch a new Transfer Value Analysis (TVA) service following the suspension of the old service last month in response to the clarification made by the Financial Conduct Authority in PS18/6. 

02/05/2018

If you’re covering Andrew Bailey’s speech on high cost credit and John McDonnell’s announcement that a Labour government would look to cap overdraft fees and charges, please see the following comment from Jane Goodland, responsible business director at Quilter.

01/05/2018

Quilter plc’s Multi-Asset business (Quilter Investors) today announces WealthSelect has surpassed £5 billion1 in client assets under management.

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