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Old Mutual exits India with sale of joint venture life stake

Old Mutual exits India with sale of joint venture...

Old Mutual is pulling out of its joint venture life company in India by selling a 26% stake for a net cash sum of £141m ($182m,€167m).

Published : 28, Apr 2017
Five UK tax changes postponed by the snap election

Five UK tax changes postponed by the snap election...Lock icon

UK chancellor Philip Hammond has put on hold some significant changes relating to IHT, deemed domicile rules, and life insurance policies due to the snap election in June, that will impact the international advice market.

Published : 25, Apr 2017
What the changes to the UK nil rate band mean for IHT planning

What the changes to the UK nil rate band mean...

A staggering 70% of people have no understanding of the new residence nil rate band allowance coming into force on 6 April, which could have serious implications for their inheritance tax planning, warns Old Mutual Wealth financial planning expert, Rachael Griffin.

Published : 31, Mar 2017
Old Mutual break-up plan continues with US asset arm deal

Old Mutual break-up plan continues with US asset...

Old Mutual has agreed to sell a minority stake in its US asset management business to Chinese financial services group, HNA Capital, for $446m (£354m, €410m).

Published : 27, Mar 2017
Finance Bill offers no clarity on life policy part surrenders

Finance Bill offers no clarity on life policy...

The Finance Bill failed to shed more light on how HM Revenue & Customs plans to recalculate the gain on partial surrenders when policyholders withdraw money from their life insurance policies the wrong way, says Rachael Griffin, financial planning expert at Old Mutual Wealth.

MEPs threaten privacy rights with beneficial ownership vote

MEPs threaten privacy rights with beneficial ownership...Lock icon

In a bid to crackdown on tax evasion, European citizens could have their private financial affairs exposed to the public after members of the European parliament (MEPs) voted to include trusts and allow EU citizens access to beneficial ownership registers.

Published : 3, Mar 2017
What to expect from the last ever Spring Budget

What to expect from the last ever Spring Budget...Lock icon

There has been little buzz around the last-ever Spring Budget taking place on 8 March, ahead of triggering Article 50. International Adviser has pulled together views from the industry about what it expects or would like to see addressed when the chancellor takes to the despatch box.

PEOPLE MOVES: RBC WM, Moola, Ascot Lloyd

PEOPLE MOVES: RBC WM, Moola, Ascot LloydLock icon

Canada’s RBC has appointed a head of wealth management for its businesses in the UK, the Channel Islands and Asia. Gemma Godfrey’s Moola has poached its chief investment officer from BlackRock, while Ascot Lloyd has created a new head of advice role.

Published : 17, Feb 2017
OMW launches UK pension allowance calculator for high earners

OMW launches UK pension allowance calculator for...

Old Mutual Wealth has launched a new pension planning calculator, designed to help UK advisers deal with the recent changes to the annual allowance for contributions. 

Published : 17, Feb 2017
Triple lock ‘should be reviewed’ after pensioner income rise

Triple lock ‘should be reviewed’ after pensioner...Lock icon

The UK pensions triple lock should be reviewed after a report found that typical pensioner incomes now outstrip the earnings of working age households, says Old Mutual Wealth pensions expert Jon Greer.

Published : 13, Feb 2017
Financial Adviser School achieves LIBF recognition

Financial Adviser School achieves LIBF recognition...

The Financial Adviser School (FAS), the UK-based training academy owned by Old Mutual Wealth's (OMW) Intrinsic network, has secured recognition from The London Institute of Banking and Finance.

Published : 2, Feb 2017
Six year-end tax issues for non-doms in the UK

Six year-end tax issues for non-doms in the UK...Lock icon

The approaching tax year-end applies equally to those born in the UK and to foreign expats living there. This year, expats may have even more to consider given the new non-dom rules coming into force from 6 April 2017, warns Old Mutual Wealth’s financial planning expert, Rachael Griffin.

PEOPLE MOVES: Axa, James Hambro, Fidelity Int’l

PEOPLE MOVES: Axa, James Hambro, Fidelity Int’l...Lock icon

After 10 years with the business, the chief executive of Axa Global Asset Management has announced she is stepping down. James Hambro & Partners has made three senior staff members partners of the business, with Fidelity International handing five multi-asset open range funds to a new portfolio manager.

Published : 13, Jan 2017
OMI's Dolan succeeds Bradshaw as global sales director

OMI's Dolan succeeds Bradshaw as global sales...

Brendan Dolan, a veteran of the Middle East and Africa life industry, is to take over the position vacated by Marcel Bradshaw as head of sales worldwide for Old Mutual International, part of Old Mutual Wealth.

Published : 10, Jan 2017
PEOPLE MOVES: Generali, Ravenscroft, Old Mutual

PEOPLE MOVES: Generali, Ravenscroft, Old Mutual...Lock icon

Italian insurer Generali has appointed a country manager for Italy and named a group chief investment officer. Ravenscroft has a new group managing director, while Old Mutual Wealth is to bid farewell to a company veteran.

Published : 13, Dec 2016
Singapore’s AAM on life after being acquired by Old Mutual

Singapore’s AAM on life after being acquired by...Lock icon

Old Mutual Wealth’s shock decision in February to buy AAM Advisory, the largest expat-focused IFA firm in Singapore, has in some ways felt like “having a tooth removed”, according to chief executive Matthew Dabbs.

Published : 9, Dec 2016
Old Mutual Wealth
Published : 1, Dec 2016
Old Mutual Wealth and CII launch adviser academy

Old Mutual Wealth and CII launch adviser academy...

Old Mutual Wealth has partnered with the Chartered Insurance Institute (CII) to launch an Investment Academy, designed to help advisers meet new CII criteria.

Published : 22, Nov 2016
Old Mutual Wealth joins quote comparison service

Old Mutual Wealth joins quote comparison service...

Old Mutual Wealth’s protection offering has been added to quote comparison service UnderwriteMe to cut down the lengthy application process and provide advisers with online access to fully underwritten quotes.

Published : 7, Sep 2016

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Five UK tax changes postponed by the snap election
Five UK tax changes postponed...Lock icon

UK chancellor Philip Hammond has put on hold some significant...

UAE to push ahead with major life industry overhaul
UAE to push ahead with...Lock icon

The main regulator of life companies in the UAE has...

Qrops ‘fire sale’ averted as reforms survive Finance Bill cull
Qrops ‘fire sale’ averted...Lock icon

Reforms overhauling overseas pension transfers may...

UK delays non-dom and IHT reforms in shock election move
UK delays non-dom and...Lock icon

The UK government has delayed the introduction of long-awaited...

How the Qrops levy will impact UAE pension planning
How the Qrops levy will...Lock icon

Old Mutual Wealth’s David Denton talks about how the...

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