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July 2015


Old Mutual International, the cross-border business of Old Mutual Wealth, announces the launch of a new Trust Decision Tool and Trust Form Finder, to help strengthen its compelling Trust proposition. The new tools will provide advisers with additional support and improved navigation, helping to make the choice of which trust to use simpler and easier.


The consultation on pension tax relief announced in the Summer Budget focuses on four principles. The first of these is simplicity and transparency.  Here are Old Mutual Wealth’s initial thoughts on this element of the consultation:


Following the Chancellor's Summer Budget, announced on July 8, 2015, Old Mutual Wealth experts give their views on some key changes.

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