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November 2015


Rachael Griffin, financial planning expert at Old Mutual Wealth comment on the Autumn Statement, including the blow dealt to buy-to-let investors and changes to capital gains tax.


Pension savers should be looking to put as much as they can into their funds ahead of the Chancellor’s Spending Review and Autumn Statement announcement due to be delivered on Wednesday, November 25, according to leading wealth manager, Old Mutual Wealth.


Old Mutual Wealth, the leading wealth management business, announces further developments within its vertically integrated model.  Old Mutual International and Quilter Cheviot will team up to deliver market leading investment opportunities to investors in South Africa.


Under current rules, those suffering from ill health could potentially see their pension assets ultimately subject to inheritance tax (IHT) if they transfer to a new pension scheme to access the range of flexibilities introduced by the pension freedom reforms in April 2015.


Following the unveiling of its ‘Income Select’ retirement income solution last month, Old Mutual Wealth has further enhanced the retirement income options for its pension customers with the introduction of three new options which facilitate the delivery of regular income in a tax efficient manner - also known as ‘drip-feed drawdown’.


Old Mutual Wealth delivered strong results in Q3 2015, consolidating its position as the leading wealth management business in the UK:

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