Our spokespeople - Media Centre | Old Mutual Wealth
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Our spokespeople

Steven Levin

CEO, UK Platform

Steven was appointed Global Head of Distribution for Old Mutual Wealth in October 2013. Previously Managing Director, International & Europe, he is responsible for all sales and distribution activity across the UK, International and European markets.

Prior to this Steven was Chief Executive Officer at Skandia International from April 2011, and before that he worked as Product and Proposition Director for Old Mutual Long Term Savings division and was responsible for expanding the proposition set across the Old Mutual businesses worldwide. He has been with the Old Mutual Group since 1998 and held various senior roles at both Old Mutual South Africa and Old Mutual Asset Managers.

Steven is an actuary and Chartered Financial Analyst

Rachael Griffin

Tax and financial planning expert, Old Mutual Wealth

Rachael Griffin provides tax and technical expertise for the development of financial planning solutions to UK tax residents, UK domiciles, expatriate as well as international investors. This incorporates a product and trust range which covers markets as diverse as the UK, Middle East, Far East, Latin America and South Africa. As a technical specialist with over 15 years experience in trusts and tax planning, which includes international pensions, Rachael is a frequent commentator in the trade press. She is a qualified Chartered Financial Planner in the UK, member of the Society of Trust and Estate Practitioners, Chairman of the Legal & Regulatory Committee and member of the Tax committee for the Association of International Life Offices.

Jon Greer

Head of retirement policy, Old Mutual Wealth

Jon is an expert in pensions and long term savings policies. He has an in-depth knowledge of pension taxation for both UK and qualifying recognised overseas pension schemes. With 16 years pensions experience in various pension technical roles, he focuses on the taxation and governance of UK registered pension schemes, as well as qualifying recognised overseas pension schemes.

Paul Roberts

Head of Protection, Old Mutual Wealth

Paul joined Old Mutual Wealth in September 2015 as Head of Protection from LifeQuote, the specialist protection portal, having served as head of intermediary distribution since April 2011. Paul started his financial services career in 1986 working with the Guardian Royal Exchange having held a number of senior protection roles within GRE, Scottish Equitable and most recently AEGON as well as working closely with all the leading intermediary networks, including Intrinsic.

Old Mutual Wealth has ambitious growth plans for our protection proposition footprint, Paul’s knowledge of the adviser market and experience of building distribution models in partnership with intermediaries makes him the ideal candidate to lead us in this ambition.

Ian Browne

Pensions expert, Old Mutual Wealth

Ian is responsible for developing Old Mutual Wealth’s retirement propositions in the UK.  With 18 years of experience, he has extensive knowledge of retirement products, taxation and regulation.