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Old Mutual Wealth 2014

Old Mutual hints core businesses could be sold off

Old Mutual has not ruled out selling off its businesses as it begins a managed separation to extricate the four parts of the group. In a market update today, Old Mutual outlined the “highly complex” nature of the managed separation, which will see Old Mutual Asset Management, Old Mutual Wealth, Old Mutual Emerging Markets and […]

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Advisers put off low-value clients by calls for segmentation

Language encouraging advisers to only take on high-net-worth clients is not helping to improve financial inclusion, according to speakers at a parliament-hosted event. Issues around financial exclusion and education were discussed at a panel debate hosted by Jonathan Edwards MP last night at the Houses of Parliament. During the discussion, Rose & North Financial Planning and Wealth Management […]

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Lifetime Isa take-up to hit 200,000 in first year

More than 200,000 people are expected to save into a Lifetime ISA in 2017/18, according to the Treasury. In an impact assessment published today on the Treasury’s “help to save” initiatives, it is estimated that by the 2020 and 2021 tax years more than 800,000 people will be contributing to Lifetime Isas. A Treasury impact assessment says: […]

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Nationwide trials in-branch automated advice service

Nationwide is testing its automated advice proposition after entering the FCA’s robo-advice unit. The building society is one of nine firms who were accepted to work with a new team within the regulator focused on developing automated advice earlier this month. Nationwide has described its plans as “guided advice”. Customers will go through an automated process […]

RLAM Fixed Income Outlook

Jonathan Platt, Head of Fixed Income at Royal London Asset Management, gives his outlook on the fixed income market. Read the article here The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not get back the amount originally invested. The views […]

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