This site is for financial advisers only, Click here for the consumer site.
Old Mutual Wealth
These products are administered by Old Mutual Wealth Life Assurance Ltd which is part of the ReAssure Group.
This form must be completed where changes are made to qualifying policies to ensure we maintain a record of the qualifying status of the plan.
The information is required by HM Revenue & Customs. Completion is compulsory where changes are made from 6 April 2013 and must be done within three months of the date of the change.
This form is used to provide switching authority to your nominated financial adviser so that they can switch funds within your policy on your behalf.
This form is used to delegate switching authority to an authorised third party, other than your financial adviser.
This form is used to switch funds in Old Mutual Wealth's life and pension plans.
For use with pension products with the following prefixes: TI2, TI5, TI6, TRA, DP, EPP, EBP, EPS, EP1-6 and ERA
(There is a separate form for Old Mutual Wealth non-pension products)
For use with products with the following prefixes: CAP, TSP, MIP, PPP, SEP, SLP, SIB, CAB, HIB, EAB, APB, CIB*, SDB and FIB
*CIB is the Capital Investment Bond, not the Collective Investment Bond, for which there is a separate form.
(There is a separate form for Old Mutual Wealth pension products)
This form is used to start taking regular withdrawals from your bond.
Use this form to give new or amended Phased Investment instructions for products held with Old Mutual Wealth Life Assurance Limited
Use this form to give new or amended Portfolio Rebalancing instructions for products held with Old Mutual Wealth Life Assurance Limited
This form can be used to transfer a customer’s servicing rights to your firm, as well as any commission or adviser fees already in place. It can also be used to appoint a temporary financial adviser for a defined benefit transfer.
This guide helps clients understand how Old Mutual Wealth Life Assurance Limited (OMWLA) unit-linked funds available through our insurance and pension products are priced and managed.
This version of the risk profile questionnaire can be used to help you assess a client's attitude to risk in relation to individual investors.
This version of the risk profile questionnaire can be used to help you assess a client's attitude to risk in relation to trustee investors.
This version of the risk profile questionnaire can be used to help you assess a client's attitude to risk in relation to retirement planning.
This document explains the principles of risk profiling and how it works and describes the Old Mutual Wealth risk profiler.
This document provides information about plans written in trust pre 22 March 2006, based on changes introduced by the Chancellor at that time.
This document provides information about unexpected tax charges that may arise if you surrender all or part of bond.
This flyer has been produced for advisers to pass onto clients to encourage registration to the new online Customer Centre.
Financial Adviser Verification
THIS WEBSITE IS FOR FINANCIAL ADVISERS ONLY
The content of this site is approved for use by financial advisers only. It hasn't been approved for customers to view.
If you are NOT a financial adviser, please click here to return to Old Mutual Wealth's homepage.