Old Mutual
Best Practice | 31 Jul 18
New regulations for DB pension transfer advice
Five years on from the introduction of auto-enrolment, and three years on from pension freedoms, the UK retirement planning landscape has undeniably changed. David Denton, head of international technical sales at Old Mutual Wealth, explains.
Quilter acquires third UK advice firm
Quilter’s financial planning arm, Old Mutual Wealth (OMW) Private Client Advisers, has acquired the advice business of accountancy firm Saint & Co.
Old Mutual and Friends Provident hit back after court threat
Threats of legal action against Old Mutual International for allegedly mis-selling high-risk investments are not coming from a law firm but a “claims farmer trying to generate publicity”, a spokesperson for the insurer told International Adviser.
Old Mutual Global Investors unveils new name
In the next step in OMGI’s journey to becoming a standalone single-strategy business, the company announced on Friday that it is to be rebranded Merian Global Investors.
Hansard’s Bahamas move branded ‘disappointing’
Senior figures in the Isle of Man life insurance sector have criticised Hansard’s decision to set up a company in the Bahamas, which the insurer admits was partly driven by the looming commission disclosure rules.