Latest press releases


Old Mutual Wealth announces that Richard Freeman will retire from the business at the end of June 2018.


Old Mutual Wealth Private Client Advisers is today pleased to announce the acquisition of A&M Financial Services. 


In the government’s response to the Work and Pensions Select Committee’s report on pension scams, they reveal some of their upcoming plans to combat the increasing epidemic. These include:


Jane Goodland, Responsible Business Director at Old Mutual Wealth comments: “The MyBnk and MUFG research shows parents are asking for financial education to take priority over other PSHE subjects, like sex education, as they recognise that financial education will better equip their children with the knowledge they need to succeed in the world. 


Old Mutual Wealth and Old Mutual International have both launched a new innovative Excess Income Trust solution and online tool to help clients benefit from the ‘normal expenditure out of income’ exemption, providing a simple and tax efficient way to pass on wealth. 


Jon Greer, head of retirement policy at Old Mutual Wealth comments: “On the surface recent ONS numbers show a shocking lack of pension income for the self-employed, but that is a distorted snippet that does not reveal the whole story of this group’s wealth.


Almost half (48%) of athletes had not thought about planning their finances, according to initial findings from Financial Adviser School (FAS)* and MA Sports Consulting (MA).** These findings come as new research from the Professional Players Federation finds just over half of retired sportspeople reported financial difficulties in the five years after stopping playing.


Jane Goodland, responsible business director at Old Mutual Wealth comments on today’s numbers from the Office for National Statistics on saving for retirement.  


Data published today from the ONS reveals some intriguing trends in levels of household wealth in the UK. The data shows that while overall wealth has increased, so too have debt levels, and while pension inequality has shrunk there are still significant challenges confronting the UK retirement savings landscape. 


Today the Ministry of Justice and Office of the Public Guardian announced a refund scheme for those who registered for a lasting or enduring powers of attorney between 1 April 2013 and 31 March 2017. Figures obtained through a Freedom of Information request from Old Mutual Wealth reveal this will impact approximately 1.8 million people. 


Ian Browne, pensions expert at Old Mutual Wealth:  “In the fourth quarter of last year HMRC had to repay a staggering £20.5 million in emergency tax. What this number doesn’t tell is the number of people who have been overcharged because of emergency tax and did not claim it back. 


If you are covering the Chancellor’s letter to the Office of Tax Simplification asking for a review of inheritance tax, please find comment from Rachael Griffin, tax expert at Old Mutual Wealth:


If you are covering the launch of the FCA’s latest ScamSmart campaign please see the below comment from Jane Goodland, Responsible Business Director at Old Mutual Wealth:


If you are covering the Equity Release Council’s Q4 figures showing unprecedented Q4 activity, please find comment from Gemma Harle, managing director of Intrinsic’s mortgage network:


If you are covering the release of the Institute for Fiscal Studies new report on problem debt, please see below press comment. 


48% of small and medium business owners have unprotected loans or debts Majority of business owners (60.2%) have used their savings to fund their business Federation of Small Businesses’ (FSB) quarterly survey shows that confidence has plunged to its lowest level  


If you are covering the new report from the Money Advice Service, Young Adults and Money Management, please see the following comment from Jane Goodland, Repsonsible Business Director: 


Intrinsic is pleased to announce the appointment of Lisa Barber as business development director, reporting to Mortgage Network managing director Gemma Harle. 


Please find comment from Rachael Griffin, financial planning expert at Old Mutual Wealth:


If you are covering Esther McVey’s appointment as Secretary of State for Work and Pensions, please find comment from Jon Greer, head of retirement policy at Old Mutual Wealth.

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