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

Servicing forms

  • 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
  • A comprehensive guide to tax and pension withdrawals

    The purpose of this booklet is to help you understand the possible tax due on your pension withdrawal(s), how the tax is taken, and where you can check that the tax is correct.

    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