Old Mutual
Financial planning | 16 Jan 19
Economic stagnation biggest risk for UAE expats
Old Mutual International and Quilter Cheviot’s survey assessed the views of those with $50,000 to invest
OMI’s Denton warns of pension transfer specialist decline
High cost and lack of availability of PI cover, more Sipp complaints and FCA scrutiny are big factors
Most future UK expats failing to take financial advice
Old Mutual International surveyed 2,000 citizens on their financial planning affairs
Best Practice | 28 Nov 18
Old Mutual Int’l launches risk profiler app
Tool helps manage client expectations of potential returns
Should segmentation be used in cross-border wealth planning?
Industry experts discuss the pros and cons of segmenting clients according to particular characteristics