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Old Mutual Wealth hires Jamie Clark to bolster pension specialist team

04/05/2018

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

Jamie ClarkPrior to his appointment at Old Mutual Wealth, Jamie was business development manager at Royal London in Edinburgh.

Through workshops, events, seminars and visits he will work with advisers to enhance their understanding of technical pension issues and navigate a constantly evolving pensions environment.

Since pension reforms in April 2015, Old Mutual Wealth has been building its specialist sales team, which is now 19 strong.

Roddy Munro, head of pension sales at Old Mutual Wealth, comments:

“We are delighted to welcome Jamie into Old Mutual Wealth. He brings with him years of pensions experience and is a confident and well respected communicator.

“He joins us at a time of significant regulatory change within the retirement sector and will help advisers provide excellent customer outcomes.”

Jamie Clark comments:

“Last month ended the Financial Conduct Authority issued three policy papers in the space of a week. Keeping on top of all the changes while still delivering high quality and relevant advice is incredibly challenging.

“I am excited to join an already talented team to help advisers and their clients navigate this complex environment to get the best possible outcome.”

For more information contact

Tim Skelton-Smith02380 916 99807824 145 076tim.skelton-smith@quilter.com
Kathleen Gallagher023 8072 629307990 004932kathleen.gallagher@quilter.com

Notes to Editors:

About Quilter plc:

Quilter plc is a leading wealth management business in the UK and internationally, helping to create prosperity for the generations of today and tomorrow.

Quilter plc oversees £118.7 billion in investments (as at 30 September 2019).

It has an adviser and customer offering spanning: financial advice; investment platforms; multi-asset investment solutions; and discretionary fund management.

The business is comprised of two segments: Advice and Wealth Management and Wealth Platforms.

Advice and Wealth Management encompasses the financial advice business, Quilter Financial Planning; the discretionary fund management business, Quilter Cheviot; and Quilter Investors, the Multi-asset investment solutions business.

Wealth Platforms includes Old Mutual Wealth UK platform; Old Mutual International, including AAM Advisory in Singapore; and the Old Mutual Wealth Heritage life assurance business.

The Quilter plc businesses are being re-branded as follows: 

  • Quilter Financial Planning (previously Intrinsic)
  • Quilter Private Client Advisers (previously Old Mutual Wealth Private Client Advisers)
  • Charles Derby Group (becoming Quilter Financial Advisers)
  • Quilter Financial Adviser School
  • Quilter Cheviot
  • Quilter Investors
  • Old Mutual Wealth (becoming Quilter Wealth Solutions in 2020)
  • Old Mutual International (becoming Quilter International in 2020)

This press release is for journalists only and should not be relied upon by financial advisers or customers.

Please remember that past performance is not a guide to future performance. The value of investments and the income from them can go down as well as up and investors may not get back any of the amount originally invested. Exchange rate changes may cause the value of overseas investments to rise or fall.

This communication is issued by Quilter plc.  Registered office: Millennium Bridge House, 2 Lambeth Hill, London EC4V 4AJ, United Kingdom. Registered number: 6404270.  Registered in England.