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This customer guide contains information about the different ways they can convert their pension savings into an income and the options available from an Old Mutual Wealth pension.
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.
This document highlights key issues to consider when reviewing clients approaching age 75.
A customer guide from Old Mutual Wealth to the new retirement options from 6 April 2015.
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.
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.
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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