Home Our Story and Values

Our Story and Values

Our story

Utmost is a leading global provider of insurance-based wealth solutions.

Utmost has completed fifteen acquisitions over eleven years, establishing itself as a leading provider of insurance-based wealth solutions with assets under administration of over £100bn as at 31 December 2025.

Our values define what we stand by and are the blueprint for how we conduct ourselves.

FEB 2013

Utmost Group (formerly LCCG) is founded by Ian Maidens and Paul Thompson

2015

Through the year, Utmost Group purchases the closed Irish insurance businesses IBRC Assurance Company Limited and Scottish Mutual International Limited

JUL 2016

Utmost Group purchases Aviva Life International from Aviva

OCT 2016

Utmost Group purchases AXA Isle of Man from AXA, one of the largest UK providers of international life assurance. AXA Isle of Man is rebranded Utmost Wealth Solutions

NOV 2016

Utmost Group purchases Augura Life Ireland and Altraplan Bermuda

MAR 2017

Utmost Group purchases Union Heritage Life Assurance

JUN 2017

Utmost Group acquires the investment bond business of AXA Life Europe

MAR 2018

Utmost Group completes the acquisition of Reliance Mutual which demutualises, and its business is transferred to a new life assurance company called Reliance Life

JUN 2018

Utmost Group acquires Generali PanEurope and continues with its intention to create a market-leading, specialist wealth manager with a global footprint. Utmost Group creates the Utmost Corporate Solutions brand

JUN 2018

Utmost Group enters an agreement with Equitable Life to transfer the business to Reliance Life

DEC 2018

Utmost Group acquires Athora Ireland's (formerly Aegon Ireland) International investment bond business from Athora

FEB 2019

Utmost Group acquires Generali Worldwide Insurance Company Limited and continues the expansion of the Utmost Wealth Solutions and Utmost Corporate Solutions businesses, which now form the Utmost International division

FEB 2019

Utmost Group undergoes a group-wide rebrand to Utmost

MAR 2019

Reliance Life is rebranded as Utmost Life and Pensions

JAN 2020

Completion of Equitable Life business transfer

OCT 2020

Utmost Group is reorganised to bring the UK and International businesses into a single group. Utmost Group is subject to Group Supervision by the PRA

NOV 2021

Completion of Quilter International acquisition

DEC 2024

Utmost completes the acquisition of Lombard International Assurance and related distribution entities.

2013
2015
2016
2017
2018
2019
2020
2021
2024

Our values

We are here to make a difference.

W
E
A
L
T
H
W

Wise

We’re deeply insightful and technically intelligent, know what’s important to clients and advisers and are always ready to share wisdom and back our good judgement.

E

Exceptional

We’re talented specialists whose intention is to surprise and delight the people we engage with by going beyond their expectations. We’re always ready to lead where others follow.

A

Aspiring

We’re ambitious thinkers, hungry to succeed for our clients and move forward with purpose. We want our actions to fire up imaginations and encourage everyone to realise their potential.

L

Lively

We’re spirited go-getters, working together to challenge convention, ignite new ideas and bring an infectiously positive attitude to everything we do.

T

Trustworthy

Our honesty, reliability and total professionalism have helped us achieve high standing amongst our partners and industry peers. We’re always true to our word, true to our clients’ interests and there for the long haul.

H

Human

We’re real people who genuinely love what we do. We understand the realities of the market and clients we serve and bring an authentic personal touch to the solutions we deliver.

Latest News & Insights

More News