Old Mutual
Best Practice | 8 Mar 18
Are life cos ready for looming IoM Conduct of Business Code?
It is now less than a year until the Isle of Man Conduct of Business Code comes into force, International Adviser spoke to several firms headquartered on the island to see how they are preparing for the introduction of the regulation.
Axa pivots away from life insurance with $15.3bn acquisition
The hits keep coming for the life sector as Europe’s second biggest insurer, Axa, announces a shift from Life & Saving business to Property & Casualty.
PEOPLE MOVES: Saga, Old Mutual and RWC Partners
Two Old Mutual big hitters said they would step down from the business, while RWC Partners boosted its European distribution presence with a hire from Daiwa, one of the largest brokerage and financial services groups in Japan.
Old Mutual Wealth acquires £40m IFA
Old Mutual Wealth Private Client Advisers has acquired Wiltshire-based IFA firm A&M Financial Services.
Old Mutual launches excess income trust and calculator
Old Mutual Wealth and Old Mutual International have both launched an excess income trust solution and online tool to help advisers offer a simple and tax efficient way to pass on wealth.