Old Mutual
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
Old Mutual Wealth removes health issues cover criteria
Insurer will now offer life cover to clients with a combination of heart disease and diabetes