Old Mutual
Old Mutual Wealth removes health issues cover criteria
Insurer will now offer life cover to clients with a combination of heart disease and diabetes
Advisers admit to Common Reporting Standard worries
Old Mutual Int’l survey finds 59% of clients have concerns, while 34% of IFAs lack understanding
Work needed to improve cross-border advice industry, OMI says
Industry has a responsibility to call out bad behaviour
Best Practice | 10 Oct 18
Top 5 reality checks for retirement
As Anthony Gillham from Quilter Investors** explains, too many expats arrive at retirement thinking that their years in decumulation will be just like their years in accumulation. They couldn’t be more wrong. This puts the onus on advisers to make sure clients understand the realities of maintaining a pension pot for decades to come.
OMI managing director promoted to chief executive
Quilter revamps its executive committee following rebrand and IPO