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Key Features, guides and brochures

  • Charge Basis 1 & 2 - Terms and conditions for the Collective Retirement Account (closed to new business)

    Your terms and conditions are unaffected, but this document is currently being updated to reflect the change of name. For more information about this please ask your financial adviser or go to www.oldmutualwealth.co.uk 

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  • Funds list for investments on Charge Basis 1

    Shows the list of funds available for investments on Charge Basis 1 and investments in the Offshore Collective Investment Bond, together with details of their objectives and risks.

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  • Making the cost of investment clear - Charge Basis 1

    This document summarises the charges on your clients' platform investment for Charge Basis 1.

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  • Old Mutual Wealth's platform at a glance Charge Basis 1

    This document provides an overview of products and charges on the platform. For Charge Basis 1 only. Available 16 November 2015. 

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  • Charge Basis 1 & 2 - Terms and conditions for the Collective Retirement Account (closed to new business)

    Your terms and conditions are unaffected, but this document is currently being updated to reflect the change of name. For more information about this please ask your financial adviser or go to www.oldmutualwealth.co.uk 

    Download
  • Funds list for investments on Charge Basis 2

    Shows the list of funds available for investments on Charge Basis 2, on Old Mutual Wealth's platform, together with details of their objectives and risks.

    Download
  • Making the cost of investment clear - Charge Basis 2

    This document summarises the charges on your clients' platform investment for Charge Basis 2.

    Download
  • Old Mutual Wealth's platform at a glance Charge Basis 2

    This document provides an overview of products and charges on our platform. For Charge Basis 2 only. 

    Download
  • Key features of the Collective Retirement Account

    This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about the Collective Retirement Account (CRA). It describes the CRA and its benefits along with the potential risks involved with this investment. There's also a list of questions and answers to help fill in the finer details. You should read this document in conjunction with a personalised Key Features Illustration, Terms and Conditions and Funds List. You might also find Old Mutual Wealth's Platform and Investment Guide a useful read. If you want to print this document out, please check out the print-friendly version.

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  • Print-friendly key features of the Collective Retirement Account

    This is a print-friendly version of the Collective Retirement Account Key Features Document.

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  • Charge Basis 3 - Terms and conditions for the Collective Retirement Account (CRA)

    These are the terms and conditions for the Collective Retirement Account (CRA) for Charge Basis 3 customers. 

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  • Our platform at a glance Charge Basis 3

    This document provides an overview of products and charges on the platform. For Charge Basis 3 only.

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  • Funds list for investments in WealthSelect on Charge Basis 3

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

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  • 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.

    Download
  • Making the cost of investment clear - Charge Basis 3

    This document summarises the charges on your clients' platform investment for Charge Basis 3.

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  • Making the cost of investment clear - Charge Basis 3 - WealthSelect

    This document summarises the charges on your clients' platform investment for the WealthSelect investment range on Charge Basis 3.

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  • Annual allowance and pension savings statement guide

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  • Form Guidance for the Collective Retirement Account

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  • A clear guide to your retirement options

    A customer guide to the retirement options available to them, and where applicable the way in which those options can be provided through any Old Mutual Wealth pension savings they hold. Available 16 November 2015.

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  • 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.

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  • At retirement - age 75 planning issues

    This document highlights key issues to consider when reviewing clients approaching age 75.

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  • Pension Freedom - Your Retirement Income Choices

    A customer guide from Old Mutual Wealth to the new retirement options from 6 April 2015. 

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  • Collective Retirement Account - Income Options – A summary

    A guide for advisers summarising the full range of income withdrawal options and legacy options available through the Collective Retirement Account. Available 16 November 2015. 

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  • A guide to income tax and your pension

    The purpose of this booklet is to help your clients understand the possible tax due on their pension withdrawal(s), how the tax is taken, and where they can check that the tax is correct.

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  • Due Diligence brochure for the Collective Retirement Account and Defined Benefit transfers

    A due diligence brochure designed to support advisers with assessing the suitability of a Collective Retirement Account (CRA), or a DB transfer into a CRA.

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