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Group Personal Pension

Forms

    • Annuity Purchase from Heritage pension contracts

      This form is to be used where a client wishes to crystallise benefits from their Old Mutual Wealth Heritage pension contract and purchase a lifetime annuity using the Open Market Option facility available under the relevant product. Where applicable, Old Mutual Wealth will pay any pension commencement lump sum associated with the crystallisation event.

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    • Expression of wish form

      Use this form to nominate a person or persons to receive the value of plans in the event of the death of the plan holder before age 75, either in the form of a lump sum, or as a beneficiary drawdown facility from 6 April 2015.. For use by policyholders of Old Mutual Wealth Personal Pensions, Personal Pension Income Plans, Old Mutual Wealth Executive Pensions and Free Standing Additional Voluntary Contribution Contracts.

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    • Applying for your Personal Retirement Account for transfer payments

      Use this application form to transfer other pension arrangements into your existing Personal Retirement Account (PRA).

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    • Adding a single contribution to an existing Personal Pension or Personal Retirement Account

      Use this form to add a contribution to an existing Personal Pension or Personal Retirement Account.

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    • Reviewing your Personal Pension/Personal Retirement Account

      Use this form to amend existing contributions, benefits, or investment choices for future regular contributions to your existing Personal Pension/Personal Retirement Account.

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    • Amending your Personal Pension/Personal Retirement Account

      Use this application form to amend a change in your employer details or employment status to your Group Personal Pension/Personal Retirement Account.

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    • Old Mutual Wealth trivial pension discharge form

    • Applying for your Group Personal Pension

      Application form to be used when applying for the Group Personal Pension.

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Key features and terms

    • Key features of your Personal Pension

      This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about the Old Mutual Wealth Personal Pension. It describes the Personal Pension 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 and Terms and Conditions.

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Guides and brochures

    • A safety net for your pension savings (the lifestyle option)

      This document provides details of the lifestyle option on Old Mutual Wealth's Group Personal Pension schemes.

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Support material

    • 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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Financial Adviser Verification