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April 2017


Old Mutual Wealth Private Client Advisers is today pleased to announce the acquisition of Maestro Financial Services (Maestro). 


If you are covering the FCA’s decision not to create a standalone equity release qualification, please see the following comment from Jon Greer, head of retirement policy at Old Mutual Wealth: 


Today the Institute for Fiscal Studies published a pre-election analysis on incomes and inequality. They address growing intergenerational inequality, which is in part caused by the state pension triple lock. 


April marked a new tax year, which this time included the introduction of the family home allowance, alleviating some tax concerns for property owners.  It highlights that it is easier to pass on wealth after people die and reinforces the need to take a long overdue look at the annual gifting allowance. 


Further to the announcement made at Old Mutual plc’s preliminary results on 9 March 2017 regarding the UK Platform transformation programme, OMW today gives an update to the market on the programme. 


Research from Old Mutual Wealth shows parents with one child save 20% less Families with two kids suffer from a 30% savings gap Government under pressure to fulfil promises to make childcare more accessible

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