Old Mutual
Best Practice | 29 Jun 17
Regulation set to ‘transform’ int’l advice, says Old Mutual
Shifting client expectations and regulatory change is set to transform the overseas financial advice market, according to the latest research by Old Mutual International.
Best Practice | 27 Jun 17
How to build a successful advice business
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.
Offshore Bonds | 26 Jun 17
Old Mutual unveils offshore bond for UK market
Life insurer Old Mutual International has launched a new offshore bond in the UK aimed at savers caught out by cuts to the pension allowances.
Best Practice | 15 Jun 17
Fear driving global rise in DB pension transfers say advisers
Fear that defined benefit (DB) pension schemes may be unable to meet their long-term liabilities is driving demand for pension transfers, research from Old Mutual International (OMI) has found.
PEOPLE MOVES: Liberty, Schroders, Old Mutual Wealth
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.