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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
Quilter Cheviot plans active role in industry consolidation

Quilter Cheviot plans active role in industry...

Having Old Mutual as its parent provides London-headquartered discretionary fund manager Quilter Cheviot with a great deal of opportunity, said chief executive David Loudon, particularly when it comes to acquisitions.

Published : 24, Aug 2016
PEOPLE MOVES: Schroders, Old Mutual, Royal London

PEOPLE MOVES: Schroders, Old Mutual, Royal London...Lock icon

Schroders has appointed a head of investment trusts for its UK intermediary business, while three non-executive directors at Old Mutual Wealth are to step down. Royal London Asset Management has added four to its global high yield team.

Published : 11, Aug 2016
Old Mutual Int’l suffers amid sharp decline in Qrops sales

Old Mutual Int’l suffers amid sharp decline in...

Old Mutual International saw a sharp drop in sales of qualifying recognised overseas pension schemes (Qrops) following the introduction of UK pensions freedoms in April last year.

Published : 11, Aug 2016
PEOPLE MOVES: OMGI, BNP Paribas, First Names Group

PEOPLE MOVES: OMGI, BNP Paribas, First Names Group...Lock icon

Old Mutual Global Investors has replaced its China-focused fund manager who stepped down last month, while BNP Paribas Investment Partners has named a new advice head for Australia and New Zealand. First Names Group has filled its vacant chief executive role.

Published : 9, Aug 2016

Sponsored Content

UK to 'raid pensions' to fund U-turn on self-employed tax hike
UK to 'raid pensions'...

The UK Treasury is reportedly considering a fresh raid...

Holborn Assets ordered to immediately cease pension transfers
Holborn Assets ordered...Lock icon

The UK Financial Conduct Authority has ordered Holborn...

Gibraltar ‘in danger’ of losing Qrops status
Gibraltar ‘in danger’...Lock icon

Gibraltar must put in place a system for regulating...

Sarah Lord to leave Killik & Co
Sarah Lord to leave Killik...Lock icon

Sarah Lord, one of the most highly qualified female...

South African expats unite against proposed tax changes
South African expats...Lock icon

South Africans working in countries with no income...

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