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Latest press releases

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. 

13/04/2018

Scrutiny on company pension schemes is increasingly impacting possible acquisition activity in the UK. Recently, both a US private equity firm’s plan to buy rail operator FirstGroup and Melrose’s plans to takeover GKN have been impacted by their ability to fund pension liabilities.

09/04/2018

If you’re covering the FCA business plan please see the following comment from Jane Goodland, Responsible Business Director at Old Mutual Wealth. 

05/04/2018

If you’re covering today’s economic well-being figures from the Office for National Statistics please see the following comment from Rachael Griffin, tax and financial planning expert at Old Mutual Wealth: 

04/04/2018

Old Mutual Wealth Life Assurance’s Independent Governance Committee (IGC), an independent body created in 2015 to oversee the governance of its workplace pensions, has today published its third annual report assessing the charges, investment strategy and service levels of its workplace personal pension schemes.

28/03/2018

If you’re covering the FCA’s review of non-advised drawdown pension sales please see the following comment from Ian Browne, pension expert at Old Mutual Wealth: 

28/03/2018

In line with its announcement on 15 November 2017, Old Mutual Wealth confirms that its group company name has changed from Old Mutual Wealth Management Limited to Quilter plc (“Quilter”). 

21/03/2018

Old Mutual Wealth releases its latest life and critical illness claims data showing it has paid 100% of life claims for the eighth year in a row and 94.6% of all critical illness claims in 2017. Over this eight year period, Old Mutual Wealth have successfully paid out 15,067 claims with a total of over £976m paid.

19/03/2018

If you’re covering the government’s Defined Benefit White Paper and the joint call for input from The Pensions Regulator and the Financial Conduct Authority, please see the following comment from Ian Browne, pensions expert at Old Mutual Wealth. 

15/03/2018

Paul Feeney, CEO of Old Mutual Wealth, comments:

02/03/2018

Almost 60% financial advisers struggle to complete all tasks in a day

28/02/2018

If you’re covering Toys R Us’ announcement that they have gone into administration, please see the following comment from Ian Browne, pension specialist at Old Mutual Wealth. Ian explains what the collapse means for members of the company’s pension schemes and how this news puts more pressure on the government to deliver in their upcoming white paper on DB schemes. 

20/02/2018

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

14/02/2018

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

12/02/2018

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:

12/02/2018

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. 

08/02/2018

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. 

07/02/2018

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.

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