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In this section, you will find all of our pension literature. Use the links on the left to browse through specific product literature or see below for our new and recently updated pension material.

New or recently updated Pension documents

  • Funds list for investments on Charge Basis 3

    Shows the list of funds available for investments on Charge Basis 3, on Old Mutual Wealth's platform, together with details of their objectives and risks.

  • Defined Benefit Transfers: OM Wealth Request for a Transfer Value Analysis (TVAS) Report

    Use this form to request a transfer value analysis report from OM Wealth. You will either need to; fully complete the form, or just complete part 1 and attach the cash equivalent transfer value statement.



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