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Supporting you and your clients
Keep up with our thoughts and insights on the industry
clock is ticking

The clock is ticking. Don't miss our tax year end deadlines

The countdown has begun. Make sure you are aware of our deadlines to ensure we can accept your client's instruction before tax year end. 

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PRIIPS and MiFID II – Support for you

In January 2018 two new pieces of regulation (PRIIPS and MiFID II) impacting the financial services industry came into effect. Find the latest support when placing business with Old Mutual Wealth including the latest on the new disclosures and explaining the documentation to your clients. 

Find out more and access example documents, by visiting our European regulation webpage.

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WealthSelect

WealthSelect

Create your own portfolios or benefit from our Managed Portfolio…

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Generation

Generation

Flexible and bespoke solutions designed to meet the retirement needs…

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Informer

Technical hot topics

Our dedicated technical support - Knowledge Direct.

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Protection

Protection

Protect lets you tailor insurance for your clients.

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Informer articles

People around a desk View

Centralised retirement propositions: new problems need new solutions

Deciding how to use pension savings is one of the most important financial decisions people will… 21 Feb 2018
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Gifts into property trusts can cause a lifetime charge

Rachael Griffin, tax and financial planning expert, walks through a case study which shows the… 10 Aug 2017
Coins View

JP Morgan US Growth Advantage Fund

Taking a fundamental bottom up approach, focused on high quality growth stocks, JP Morgan hope to… 20 Jul 2017
Analysis View

Due diligence that supports your client relationship

Andy McGeown, Platform expert, explains why it’s so important to assess the ‘soft’ benefits for… 06 Jul 2017
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Pension death benefits: full flexibility is being squandered

Increasing numbers of pension customers are missing out on the ability to cascade pension wealth… 20 Jun 2017
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Focus on Newton's UK Opportunities Fund

Investment expert Nathan John looks at the fund’s investment approach which has a solid track… 20 Jun 2017
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Claims …myth or reality

We take pride in the fact that we’ve been providing high quality life and critical illness cover to… 20 Jun 2017
Analysis View

Focus On Schroder European Alpha Income Fund

Schroders fund manager James Sym explains the fund’s investment approach which has achieved… 07 Jun 2017
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What do paraplanners think of Old Mutual Wealth?

Andy McGeown, Investment expert, explores what the readers of Professional Paraplanner think of Old… 06 Jun 2017
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