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April 2016


Old Mutual Wealth, the leading wealth management business and adviser platform, has appointed Ed Peck to lead its UK distribution team in the South West, with Russell Bignall taking the helm in the North West region.


Old Mutual Wealth is today announcing WealthSelect, the managed portfolio service launched in 2014, has surpassed £2 billion in assets under management (AUM).


Adrian Walker comments on HMRC data on flexible pension withdrawals.


Rachael Griffin comments on the HMRC's consultation paper on investment bond withdrawals.


Jon Greer comments on HMRC’s publication of a consultation into the Secondary Annuity Market - planned for introduction in 2017.


Adrian Walker comments following Baroness Altmann's speech at the Association of British Insurers’ Transforming Long-Term Savings conference in London on April 19. The Pensions Minister stated that “turning pensions into ISAs would be a disaster.”


Old Mutual Wealth announces the launch of a new flagship range of international investment portfolios. The Old Mutual Compass Portfolio range is the first launch from the Old Mutual Wealth multi-asset unit formed last year, run by co-investment directors Anthony Gillham and Ben Mountain, which combines the best in class capabilities from Old Mutual Global Investors (OMGI) and Quilter Cheviot. The new portfolios will be available through Old Mutual International and Quilter Cheviot.


Baroness Stroud, CEO of Centre for Social Justice, and Paul Feeney, CEO of Old Mutual Wealth, today presented the Prime Minister with the policy proposals that have been developed for the Government’s Help to Save scheme:


Following Harriet Baldwin’s speech on the on the future of financial advice the following comment was made by Richard Freeman, Old Mutual Wealth chief distribution officer. 

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