Old Mutual

Industry | 13 Sep 17

Anti-avoidance measures targeting the tax treatment of payments and benefits from offshore trusts will make the use of such vehicles less appealing, says FPI’s Brendan Harper.

Best Practice | 8 Sep 17

HM Revenue & Customs will be able to review “disproportionate” tax bills slapped on people who withdraw money from their life policies but “it is crucial that this isn’t seen as a safety net”, warns Old Mutual Wealth tax and financial planning expert Rachael Griffin.

Industry | 8 Sep 17

Wealth management firm Old Mutual Wealth gears up for its proposed demerger and listing on the London and Johannesburg Stock Exchanges next year with a flurry of top level appointments. While Jersey-based wealth consultancy Enhance Group gets a new chief executive and chairman.

Industry | 7 Sep 17

Old Mutual, Prudential and Abbey Life are among five companies still under investigation by the Financial Conduct Authority over concerns about the transparency of exit and penalty charges in the firms’ closed-book life insurance policies.

Companies | 6 Sep 17

Standard Life’s restricted advice arm 1825 has announced a reshuffle of senior management roles.