Utmost
Utmost adds two offshore bonds with Axa Life acquisition
Utmost Wealth Solutions has added two Dublin-based offshore bonds to its range following the completion of its acquisition of the investment bond business of Axa Life Europe.
People Moves | 17 May 17
Utmost Wealth’s Simon Willoughby in shock departure
Senior industry figure Simon Willoughby, head of proposition at Utmost Wealth Solutions, has been made redundant following an internal restructure.
Best Practice | 10 May 17
How to earn up to £140,000 of tax savings by 2020
Now that the start button for the phased introduction of the nil rate residential band has been pressed, John Haley, technical sales manager at Utmost Wealth Solutions, explains that there are “many holes to leap through” to achieve the biggest outcome.
FPI up for sale with Utmost Wealth ‘in the running’
Friends Provident International is up for sale with Utmost Wealth Solutions as the ‘most likely’ buyer, according to a source close to International Adviser.
Best Practice | 1 Mar 17
Life companies ‘hiding’ behind the Law of Agency
Life companies should better vet their advisers rather than hide behind the Law of Agency and claim they are not involved in any mis-selling that occurs, says Simon Willoughby, head of proposition at Utmost Wealth Solutions.