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  • Annual allowance and pension savings statement guide

  • Form Guidance for the Collective Retirement Account

  • 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.

  • 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.

  • At retirement - age 75 planning issues

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

  • Pension Freedom - Your Retirement Income Choices

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

  • 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. 

  • 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.

  • 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.


Financial Adviser Verification