for financial advisers only

Collective Retirement Account

New money forms and Support material

  • Expression of wish for use with the Collective Retirement Account

    Use this form to nominate a person or persons to receive the remaining value of your pension savings in the event of your death. For use with Old Mutual Wealth personal pensions, executive pensions, free-standing additional voluntary contribution contracts and the Collective Retirement Account. 

    Download
  • Pension Input Period - Nomination Form

    Use this form to nominate a different Pension Input Period end date for your pension arrangement.

    Download

Servicing forms

  • Pension Input Period - Nomination Form

    Use this form to nominate a different Pension Input Period end date for your pension arrangement.

    Download
  • Expression of wish for use with the Collective Retirement Account

    Use this form to nominate a person or persons to receive the remaining value of your pension savings in the event of your death. For use with Old Mutual Wealth personal pensions, executive pensions, free-standing additional voluntary contribution contracts and the Collective Retirement Account. 

    Download

Key Features, guides and brochures

  • Key features of the Collective Retirement Account

    This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about the Collective Retirement Account (CRA). It describes the CRA and its benefits along with the potential risks involved with this investment. There's also a list of questions and answers to help fill in the finer details. You should read this document in conjunction with a personalised Key Features Illustration, Terms and Conditions and Funds List. You might also find Old Mutual Wealth's Platform and Investment Guide a useful read. If you want to print this document out, please check out the print-friendly version.

    Download
  • Print-friendly key features of the Collective Retirement Account

    This is a print-friendly version of the Collective Retirement Account Key Features Document.

    Download
  • Investing with Old Mutual Wealth – Your financial journey

    This is a customer guide to investing with Old Mutual Wealth, explaining the support we provide to customers and their advisers - this should ideally be read in conjunction with the appropriate platform Key Features Document.

    Download
  • Funds list for investments on Charge Basis 1

    Shows the list of funds available for investments on Charge Basis 1, on Old Mutual Wealth's platform, together with details of their objectives and risks.

    Download
  • Making the cost of investment clear - Charge Basis 1

    This document summarises the charges on your clients' platform investment for Charge Basis 1.

    Download
  • Funds list for investments on Charge Basis 2

    Shows the list of funds available for investments on Charge Basis 2, on Old Mutual Wealth's platform, together with details of their objectives and risks.

    Download
  • Making the cost of investment clear - Charge Basis 2

    This document summarises the charges on your clients' platform investment for Charge Basis 2.

    Download
  • Charge Basis 3 - Terms and conditions for the Collective Retirement Account (CRA)

    These are the terms and conditions for the Collective Retirement Account (CRA) for Charge Basis 3 customers.

    Download
  • Funds list for investments in WealthSelect on Charge Basis 3

    Shows the list of funds available for investments in WealthSelect on Charge Basis 3, on Old Mutual Wealth's platform, together with details of their objectives and risks.

    Download
  • Funds list for investments on Charge Basis 3

    Shows the list of funds available for investments on Charge Basis 3, on Old Mutual Wealth's platform, together with details of their objectives and risks.

    Download
  • Making the cost of investment clear - Charge Basis 3

    This document summarises the charges on your clients' platform investment for Charge Basis 3.

    Download
  • Making the cost of investment clear - Charge Basis 3 - WealthSelect

    This document summarises the charges on your clients' platform investment for the WealthSelect investment range on Charge Basis 3.

    Download
  • A clear guide to your retirement options

    This is a generic guide to your retirement options.

    Download
  • Collective Retirement Account - New Choices

    Old Mutual Wealth’s guide to your new retirement opportunities from 6 April 2015

    Download