This site is for financial advisers only, Click here for the consumer site.
How to access our online services
Our financial performance
Business tools and user guides
Our investment platform: Designed for you and your clients
Up-to-date performance information on funds available through Old Mutual Wealth
Flexible and bespoke solutions to meet the retirement needs of your clients
WealthSelect: Our range of high quality, researched funds
UK equities: Old Mutual Global Investors award-winning team
Informer – our online publication for financial advisers
Knowledge Direct – our dedicated technical financial planning resource
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 to be completed by financial advisers to select commission on Old Mutual Wealth bonds and regular life plans.
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 an Old Mutual Wealth Life pension plan.
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, and FIB
(There is a separate form for Old Mutual Wealth pension products)
This form is used to start taking regular withdrawals from your bond.
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.