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General

  • Annual allowance and pension savings statement guide

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  • Form Guidance for the Collective Retirement Account

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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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  • 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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Financial Adviser Verification