Old Mutual restructure to adopt Quilter branding
For many clients who hold the Old Mutual bonds (previously Skandia), with the forthcoming restructure of the Old Mutual Group, the International arm based in the Isle of Man will shortly become โQuilter International.โย This will only take place however after the managed separation has been completed later in 2018.ย For those clients who also have access to the Old Mutual Wealth platform via their offshore bond, this will be re-branded to the โQuilter Wealth Solutions platform.โย More than likely however, like we have done in the past throughout many client meetings, despite all the name changes, we will probably still refer to your policy as Royal Skandia !!ย Old habits die hardโฆโฆโฆ
Importantly, with the forthcoming changes, clients can rest assured that their policies are well managed in a strong regulated jurisdiction, other than a change in name there will be no other changes or increased costs, the platforms will remain in place as they are with the same functionality but the statements will begin to look slightly different in the latter half of 2018.ย Also important to note that the people in the Isle of Man, despite all the name changes, are still the same people that we have been working with over the last 20 years and with whom we have, and will continue to have, built up a good rapport in order to ensure we can give our clients a good service and cost effective structures.
If you do hold an Old Mutual policy and have any queries regarding the changes, please do not hesitate to revert back to us.
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CONTACT INFO
Opes Financial Planning Ltd
12, Parklands Office Park
Southern Cross Road
Bray, County Wicklow
Ireland
We are conveniently located on the Southern Cross Road between Bray and Greystones which can be accessed via junction 7 of the N11.
This is ideal for servicing clients from the surrounding South Dublin, Wicklow and greater Leinster areas.
Directions:
Our office is situated 20kms south of Dublin, just beyond Bray in Co. Wicklow. Take the M50 southbound onto the N11 then take Exit 7, the Bray/Greystones exit and follow signs to Greystones. We are on the right near the end of the Southern Cross road leading from the N11 to the Greystones Rd.
OPES FINANCIAL PLANNING LIMITED
OPES FINANCIAL PLANNING LIMITED is regulated by the Central Bank of Ireland.
OPES FINANCIAL PLANNING LIMITED (Company No 456044)
Opes Financial Planning is a trademark used under licence.