Old Mutual Wealth's (OMW) protection business has increased financial limits and produced a new shorter questionnaire to speed up its underwriting process for advisers.
As part of the update, OMW has improved clarity on what high net worth clients require for underwriting in order to help advisers better manage their clients' expectations ahead of an application. The...
Follows McVey's resignation
Schroders and Aviva Investors
LightTower Partners, Seneca Partners and Unicorn AM
Integration with Money Dashboard
View from the front row