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Old Mutual Wealth

Forms

    • Qualifying Policy Statement

      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.

      Download
    • Fund switching authority

      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.

      Download
    • Delegated switching authority

      This form is used to delegate switching authority to an authorised third party, other than your financial adviser.

      Download
    • Old Mutual Wealth Life fund switch form

      This form is used to switch funds in Old Mutual Wealth's life and pension plans.

      Download
    • Old Mutual Wealth withdrawal/closure form

      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)

      Download
    • Old Mutual Wealth withdrawal/closure form

      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)

      Download
    • Regular withdrawal request

      This form is used to start taking regular withdrawals from your bond.

      Download
    • Phased Investment Form

      Use this form to give new or amended Phased Investment instructions for products held with Old Mutual Wealth Life Assurance Limited

      Download
    • Portfolio Rebalancing Request Form

      Use this form to give new or amended Portfolio Rebalancing instructions for products  held with Old Mutual Wealth Life Assurance Limited

      Download
    • Change of Adviser Firm

      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.

      Download

Guides and brochures

    • Old Mutual Wealth's guide to investment in our unit-linked funds

      This guide explains how unit prices are calculated for the funds offered by Old Mutual Wealth Life Assurance Limited (OMWLA) and our current approach to managing them.

      Download

Support material

    • Old Mutual Wealth risk profile questionnaire for Individuals

      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.

      Download
    • Old Mutual Wealth risk profile questionnaire for Trustees

      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.

      Download
    • Old Mutual Wealth risk profile questionnaire for Retirement

      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.

      Download
    • Risk profiling

      This document explains the principles of risk profiling and how it works and describes the Old Mutual Wealth risk profiler.

      Download
    • A simple trust glossary

      This is a glossary to cover terms that are widely used in relation to trusts.

      Download
    • Important information about plans written in trust

      This document provides information about plans written in trust pre 22 March 2006, based on changes introduced by the Chancellor at that time.

      Download
    • Tax warning for single premium investment bonds

      This document provides information about unexpected tax charges that may arise if you surrender all or part of bond.

      Download
    • Online Customer Centre Flyer

      This flyer has been produced for advisers to pass onto clients to encourage registration to the new online Customer Centre.

      Download

Financial Adviser Verification