Share
Print
Print Share

Latest press releases

16/02/2017

A new pension planning calculator will launch ahead of tax year end to help advisers deal with complex changes to the annual allowance. 

16/02/2017

Old Mutual Wealth feels strongly that the reduction in the Money Purchase Annual Allowance (MPAA) from £10,000 to £4,000 should not be implemented as it is the antithesis of pension freedoms and it should be dropped.

15/02/2017

Old Mutual Wealth announces the appointment of Rosie Harris, George Reid and Tim Tookey as independent Non-Executive Directors of the Old Mutual Wealth Board.  Rosie will become Chair of the Board’s Risk Committee in April 2017, George will join the Audit and Risk Committees and Tim will be Chair of the Board’s Audit Committee, both gentlemen joined the Board in February 2017. These appointments follow those of Moira Kilcoyne and Cathy Turner, who joined the Board in December 2016.

13/02/2017

If you’re covering the Resolution Foundation report for the Intergenerational Commission released today, please see the below from Jon Greer, Pensions Expert at Old Mutual Wealth:

10/02/2017

Old Mutual Wealth is calling for Chancellor Philip Hammond to reverse the proposed reduction in money purchase annual allowance (MPAA) in the Spring Budget Freedom of Information (FOI) request reveals Government assumptions on those affected by the reduction in MPAA is not based on hard evidence. The rule change is inconsistent with other Government objectives.

08/02/2017

If you are covering today’s  Supreme Court judgement on the application by Denise Brewster for Judicial Review, please see the below commentary from Old Mutual Wealth pension expert, Jon Greer.

03/02/2017

HM Treasury has announced plans to triple the amount it will allow people to take from their pension before retirement to pay for advice, from £500 to £1,500. Richard Freeman, chief distribution officer at Old Mutual Wealth comments.

02/02/2017

The Financial Adviser School (FAS) today announces it has secured recognition as a Trusted Partner with The London Institute of Banking and Finance (formerly ifs University College).

02/02/2017

Old Mutual International, part of Old Mutual Wealth, today announces that Ian Kloss will become the new CEO for Old Mutual International in Singapore. 

01/02/2017

Following the Department for Work and Pension’s announcement of a new strategy to encourage and allow people to work longer and the publishing of the white paper on Brexit, Jon Greer, retirement expert at Old Mutual Wealth comments on the UK’s ageing population.

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.