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September 2017


If you’re covering today’s paper from the Financial Conduct Authority on the ageing population and financial services, please see the following comment from Rachael Griffin, tax and financial planning expert at Old Mutual Wealth:


In partnership with the Chartered Insurance Institute, Old Mutual Wealth is launching a best practice training programme Old Mutual Wealth agrees with FCA proposals for more rigorous rules on pension transfer market Demand for transfer valuations has surged 


If you’re covering the Work and Pensions Committee decision to launch an inquiry on pension reforms, please see the following comment from Jon Greer, head of retirement policy at Old Mutual Wealth. Jon says given the Financial Conduct Authority are already looking into pension freedoms, it is crucial the two bodies join up their thinking. 


Old Mutual Wealth, one of the UK’s largest wealth management businesses, announces the appointment of John Porteous in the newly created role of retail customer solutions director. 


Old Mutual Wealth is pleased to announce that John-Paul Crutchley (known as J-P) joined the business on 4th September as Head of Investor Relations


Old Mutual Wealth continues to refine its business model as it prepares for its managed separation from Old Mutual plc in 2018. Old Mutual Wealth seeks to be capital efficient and continuously enhance the prospects for delivering attractive long term economic returns for shareholders.


Old Mutual Wealth Private Client Advisers today announces it has acquired Dodd Murray, the Cumbria-based financial planning business.

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