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Latest press releases

04/06/2018

David Still has been appointed managing director of Old Mutual Wealth’s ‘Heritage’ Life Assurance business, reporting to Steven Levin, CEO of Old Mutual Wealth UK Platform & Heritage. David will be responsible for the future development of the business, as well as operational and conduct risk management of the Old Mutual Wealth Life Assurance closed books. 

01/06/2018

If you’re covering the Treasury’s consultation on pre-paid funeral plans and the Competition Market Authority’s investigation into the funeral sector please see the following comment from Rachael Griffin, tax and financial planning expert at Old Mutual Wealth. 

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.

01/05/2018

£17.1bn (at 31 March 2018) asset manager becomes the first business to rebrand under Quilter plc Quilter Investors announces series of new hires & Executive Committee structure

27/04/2018

If you’re covering pension figures from the HMRC today please see the below comment from Jon Greer head of retirement policy at Old Mutual Wealth:  

25/04/2018

Amendments to the Financial Guidance and Claims Bill passed in the House of Commons yesterday mean those in serious debt who are in hospital or under the care of a community crisis team will not have to attend a debt advice meeting in order to be eligible for a 'breathing space' respite period when it is introduced. 

23/04/2018

69% of parents are uncomfortable (52%) or unsure (17%) of the idea of their child gaining control over a large lump sum at the age of 18, according to research from Old Mutual Wealth* 80% may want control of how their children spend their money when they are of age

18/04/2018

If you’re covering the RSA’s recommendation to create flat rate pension tax relief please see the following comment from Jon Greer, head of retirement policy at Old Mutual Wealth. Jon explains why this move will not end the self-employed saving dilemma, but how the political backdrop may encourage such a reform in the future. 

17/04/2018

If you’re covering today’s figures from the Office for National Statistics that reveal the end of the UK pay squeeze, with wages rising above inflation, please see the following comment from Ian Browne, pensions expert at Old Mutual Wealth.