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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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Financial Adviser Verification