for financial advisers only

Have you registered to play?

It’s not too late to play Old Mutual Wealth Fantasy Golf for your chance to win. All you have to do is register to take part, choose your own team of players from this year’s Open, and score points based on their real-life performance. 

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UK Budget 2015
A summary of the key changes following the 2015 budget announcement. 
ISA allowance transfer
Surviving spouses/civil partners can now inherit the value of their deceased partner’s ISA accounts.

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Adviser support

Comparing the costs of portfolio management
If you offer portfolio services to your clients, our portfolio pricing report based on independent research by ‘the lang cat’ is essential reading.
Be part of our 'find an adviser' tool
You can now list your business on our online tool, 'Find an Old Mutual Wealth Registered Adviser'.

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