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Old Mutual Wealth

Companies

Old Mutual advice push raises client poaching fears

Old Mutual Wealth's (OMW) decision to launch a national advice firm has raised the spectre that the fund giant will leverage the mass of data it holds on its investors to poach clients from other advisers.

clock 02 October 2015 •

Companies

Old Mutual Wealth in advice push

Adviser network Intrinsic and its parent company Old Mutual Wealth (OMW) are to launch a national advice business aimed at the "underserved segments" of the market.

clock 02 October 2015 •

Investment

Old Mutual poaches Investec's Gary Dale for top adviser sales role

Old Mutual Wealth has appointed Gary Dale as head of advisory sales, poaching him from a similar role at rival Investec.

clock 15 September 2015 •

Your profession

Intrinsic swells ranks with 220 exiting Sesame advisers

Adviser network Intrinsic plans to take on 220 new advisers from the closure of rival network Sesame.

clock 06 August 2015 •

Estate planning

Why Osborne's £1m IHT exemption isn't all good news

Why Osborne's £1m IHT exemption isn't all good news

clock 22 July 2015 •

Pensions

Chancellor reveals £1bn cashed in since pensions freedom

The Chancellor has told the House of Commons 60,000 savers have taken out a total of £1bn since April, when pensions freedom came into effect.

clock 16 June 2015 •

Your profession

Old Mutual Wealth recruits responsible business head

Old Mutual Wealth has hired Jane Goodland from Towers Watson to head its responsible business efforts.

clock 04 June 2015 •

Regulation

Pensions freedom a 'shot of adrenaline' for financial services - Old Mutual Wealth

Old Mutual Wealth (OMW) chief executive Paul Feeney has declared the government's unprecedented retirement reforms are a "shot of adrenaline" for the financial services industry, as the group lauded the positive impact of adviser network Intrinsic on...

clock 14 May 2015 •

Income

Retirees banking on 10% withdrawal rate 'will drain pots in a decade'

The average pension pot will last for just ten years in retirement if consumers withdraw funds at the rate they see fit, research has shown.

clock 08 April 2015 •

Your profession

Openwork network's CEO departs for Old Mutual Wealth

Openwork CEO Mary-Anne McIntyre is leaving the restricted network to join Old Mutual Wealth as chief distribution officer.

clock 19 March 2015 •
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