Old Mutual
Best Practice | 24 Nov 16
OMI launches ‘better products’ drive for international advisers
Old Mutual International (OMI) has launched a new initiative to provide international advisers and clients with access to structured products which must meet set criteria on transparency, simplicity and value, the Anglo-South African insurer said in a statement.
Best Practice | 22 Nov 16
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.
OMI to close regular savings plans in three key regions
Old Mutual International has moved to reflect the changing trend towards more flexible products in the offshore market by closing two of its contractual savings plans in three key regions.
Tax & Regulation | 14 Nov 16
Breaking down S. Africa’s Special Voluntary Disclosure Programme
A great number of people are eligible under the South African government’s special voluntary disclosure programme, but not everyone is.
Best Practice | 10 Nov 16
Product Spotlight: review of Old Mutual Int’l Wealth Mgt Plan
In the third of a series of three independent reviews of international life products, Brian O’Neill, consultant at Isle of Man-based actuary and consultancy firm Boal & Co, puts the spotlight on Old Mutual International’s Wealth Management Plan.