Print Share

2016 press releases


To promote financial education in schools Old Mutual Wealth is sponsoring the 2017 Moneywise Personal Finance Teacher of the Year competition.


After more than 27 years at Old Mutual Wealth, Adrian Walker will retire at the end of the year. He will be replaced by Ian Browne, who will take over as Head of Retirement Proposition Marketing in January.


Old Mutual Wealth pensions and financial planning experts comment on the Chancellor's Autumn Statement


Old Mutual International, part of Old Mutual Wealth, today launches a landmark initiative with structured product providers to help international investors achieve better outcomes. 


Chartered financial planning businesses have increased by 82% since 2012 78 percent of Chartered firms say the status helps attract more client By July 2017 firms holding corporate Chartered status will need at least 25% of their advisers to be Chartered Financial Planners in their own right


Old Mutual Wealth Private Client Advisers is today announcing the acquisition of JW Financial Planning, the Cheshire-based advice firm.


We have issued the following media comment on the release of the FCA paper on the rules for the sale of the Lifetime ISA.


Lasting Power of Attorneys allow people to delegate authority for financial and/or welfare matters to someone they trust Used to plan ahead for mental incapacity– ONS data now shows Dementia and Alzheimers as leading cause of death Data obtained by Old Mutual Wealth* shows 1.5m have handed over power for property and financial affairs LPA registrations jump from 129,000 in 2010 to 441,000 in 2015


Intrinsic, part of Old Mutual Wealth, is today pleased to announce the appointment of Gill Davidson as Chief Risk Officer.


Old Mutual Wealth has raised £23,000 to help pay for Ollie Gardiner’s treatment as part of Old Mutual Wealth’s Magical Moments programme, which is an initiative to recognise customers for the individuals they are. 


Chancellor of the Exchequer Philip Hammond is set to make his first Autumn Statement in the coming weeks and given the current economic uncertainty the pressure is on.


Old Mutual International, part of Old Mutual Wealth, boosts support for the domestic adviser channel in Hong Kong with a new senior appointment. Ivy Lee joins as Head of Business Development for the Hong Kong domestic market with responsibility for building and growing Old Mutual International’s reach in the domestic adviser market.


Old Mutual Wealth announces the appointment of Patrick Gonsalves as Company Secretary, effective January 2017.


Old Mutual Wealth announces the appointment of Leon Deist as Chief Information Officer, effective 1 December 2016.


Caroline Nokes MP has urged local teachers and youth groups to take advantage of free money skills programmes for young people in a visit to Mountbatten Secondary School.


If you are covering speculation about the possible introduction of an age-linked pension tax relief system and/or the Office for Budget Responsibility report on the long-term impact of the annual allowance taper, please see the following commentary from Old Mutual Wealth pensions expert, Jon Greer:


Old Mutual Wealth’s multi-channel model of owning distribution, an investment platform, discretionary fund management and asset management contributed to the delivery of net client cash flows (‘NCCF’) of £0.9 billion in Q3 2016 (Q3 2015: £2.3 billion).  Q3 2015 was an exceptional quarter due to changes to the pension freedom legislation that were introduced, which drove increased levels of NCCF through the UK Platform.


Old Mutual Wealth is pleased to announce the appointment of David Barral as independent customer champion, supporting its Customer Outcomes Forum. 


Old Mutual Wealth announces the appointment of Glyn Jones as the independent non-executive Chairman of the Old Mutual Wealth Board, subject to regulatory approval.


Low gilt yields, pension freedoms and uncertainty over the future of some defined benefit (DB) pension schemes has prompted increased interested in pension transfers, Old Mutual Wealth retirement experts today report.

First Page of ResultsPrevious PageLast Page of Results