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Forms

These products are administered by Old Mutual Wealth Life Assurance Ltd which is part of the ReAssure Group.

  • 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

Financial Adviser Verification