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Old Mutual buys fifth advice firm in a year

Old Mutual Wealth Private Client Advisers has sealed its fifth acquisition this year with Yorkshire-based single-adviser firm Coleman Clough. The deal will add £33m assets to Old Mutual’s national advice firm. Following the move, Coleman Clough’s founder and sole adviser Roy Clough will retire but will stay in the firm to allow the clients to […]

Tapering of annual allowance – adjusted and threshold income

The definitions of adjusted income and threshold income used to determine whether, and to what extent, someone’s annual allowance will be reduced can be confusing.  Here we try to make sense of it all. The annual allowance will be reduced for high income individuals from 6 April 2016.  Our previous article Tapering of annual allowance […]

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FCA asked to review guidance on reporting fraud to police

The Complaints Commissioner wants the FCA to regularly check its enforcement team is following guidance on when they should report suspected fraud to the police after a complaint called into question the regulator’s processes. The complainant alleged the FCA had failed to work with investors and the police in its enforcement action against two investment […]

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Old Mutual compensates couple after ‘misleading’ online information

Old Mutual Wealth must compensate a couple after showing incorrect information on its website that led them to believe they could not move their money out of certain under-performing funds. The couple, Mr and Mrs F, made a complaint to the Financial Ombudsman Service about Old Mutual Wealth Life Assurance saying its website wrongly claimed […]

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