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‘Common sense’ prevails in FCA’s insistent client guidelines

‘Common sense’ prevails in FCA’s insistent client...

Updated guidance on how UK advisers should deal with clients who insist on going against their advice has been welcomed as “common sense” by Old Mutual Wealth’s chief distribution officer Richard Freeman.

PEOPLE MOVES: Pakistan, Old Mutual Wealth, Jupiter

PEOPLE MOVES: Pakistan, Old Mutual Wealth, Jupiter...Lock icon

The Panama Papers fallout continues with the prime minister of Pakistan resigning. Old Mutual Wealth has hired an investment specialist to support advisers, while Jupiter’s head of Middle East & Africa has left the company.

Published : 28, Jul 2017
Qrops market suffers big hit, further falls expected

Qrops market suffers big hit, further falls expected...Lock icon

The number of Qrops transfers in the last financial year dropped to the lowest level since 2010/11 and is expected to fall further on the back of the UK Government’s 25% charge, as the amount of money accessed via the pensions freedoms hits a record high.

Published : 26, Jul 2017
OMI unveils offshore bond for Middle East and Africa

OMI unveils offshore bond for Middle East and...

Life insurer Old Mutual International (OMI) has launched an offshore bond for advisers in the Middle East and Africa as part of a revamp of its global offshore bond range.

Published : 24, Jul 2017
Five common mistakes UK expats make about domicile and tax

Five common mistakes UK expats make about domicile...Lock icon

British expats still have some crucial misunderstandings about their domicile status and tax position that could leave them and their loved ones financially exposed and even land them in trouble with HM Revenue & Customs, warns Rachael Griffin, financial planning expert at Old Mutual Wealth.

Offshore bond top-slicing - the devil is in the detail

Offshore bond top-slicing - the devil is in the...Lock icon

Advisers and clients could be caught unaware by a little-known change to offshore bond top-slicing, warns Rachael Griffin, financial planning expert at Old Mutual Wealth.

How to build a successful advice business

How to build a successful advice businessLock icon

Building a successful advice business is not rocket science but it does require a clear vision, strategic objectives and the adoption of big data. Old Mutual Wealth's head of international distribution development, Mike Leeson, offers a road map to success.

Published : 27, Jun 2017
PEOPLE MOVES: Liberty, Schroders, Old Mutual Wealth

PEOPLE MOVES: Liberty, Schroders, Old Mutual Wealth...Lock icon

The chief executive of South African insurer Liberty has departed with immediate effect. Schroders is losing a 14-year fund manager, while Old Mutual Wealth continues to expand its board.

Published : 30, May 2017
Employee engagement key to IFA people management

Employee engagement key to IFA people management...Lock icon

Business owners often say their people are the key asset in their company, but in the IFA world it's even more important, argues Mike Leeson, head of international distribution development, Old Mutual Wealth.

Published : 4, May 2017
PEOPLE MOVES: Aberdeen, Old Mutual, Pictet

PEOPLE MOVES: Aberdeen, Old Mutual, PictetLock icon

Aberdeen Asset Management has appointed a chief operating officer for Asia Pacific, while Old Mutual Wealth has named a chief financial officer, tasked with driving forward the company’s planned demerger. Pictet Asset Management has a new head of UK intermediaries.

Published : 2, May 2017
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

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Axa Life Singapore ordered to pay $3m over bad reference
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Axa Life Insurance Singapore has been ordered by the...

How to make the most of unused inheritance tax allowance
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The UK tax office has recently updated its rules for...

Ex-IFA jailed for stealing £1m from client pension funds
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A former UK adviser has been jailed for six years and...

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