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Personal Pension

Forms

    • Income Instruction Form

      Use this form to change the level of income withdrawal from a crystallised Personal Pension Income Plan (DA1-6).

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    • Taking a full withdrawal

      Use this form with your client to instruct us to fully encash their pension, taking all their savings in one go, subject to any tax deductions.

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    • Applying for a single price Personal Pension (PP6)

      This form can be used to set up a new Old Mutual Wealth Single Price Personal Pension (PP6)

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    • Adding or Amending Contributions to a Personal Pension (PP6)

      Use this form to add or amend a contribution to an existing PP6

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    • Fund switching authority

      This form is used to provide switching authority to your nominated financial adviser so that they can switch funds within your policy on your behalf.

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    • Delegated switching authority

      This form is used to delegate switching authority to an authorised third party, other than your financial adviser.

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    • Old Mutual Wealth Life fund switch form

      This form is used to switch funds in an Old Mutual Wealth Life pension plan.

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    • Pension lifetime allowance declaration Age 75 test

      This is our Pension Lifetime Allowance Declaration form required prior to the clients 75th birthday so a Lifetime Allowance test can be completed as required by Her Majesty's Revenue & Customs (HMRC)

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    • Direct Debit Instruction Form - Old Mutual Wealth Life Assurance Limited Business only

      Use this form for direct debit instructions in support of an application.

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    • Direct Debit Instruction Form - for use with clients with Old Mutual Wealth Professional Life Business only

      Use this form for direct debit instructions in support of an application.

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    • Application for small pots pension fund lump sum payment - for use with Old Mutual Wealth Heritage Pension Plans ( not applicable for Collective Retirement Account holders)

      This form is used to request the payment of benefits under the small pension fund lump sum rules for Old Mutual Wealth Heritage pension clients.

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    • Discretionary Trust for use with the Old Mutual Wealth Retirement Annuity contracts- The Skandia Pension Plan or Independent Pension

      This form is to be completed to put a discretionary trust in place with the Skandia Pension Plan or Independent Pension Plan in respect of the death benefit value of the Plan.

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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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Key features and terms

    • Print Friendly 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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    • 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.

      Download

Guides and brochures

    • About your Personal Pension (single price, series 6, member's guide)

      This member's guide provides a detailed overview of a client's single price Personal Pension, where the plan was opened on or after 31 December 2012.

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    • A comprehensive guide to tax and pension withdrawals

      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.

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    • 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.

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    • The benefits of the Old Mutual Wealth Personal Pension discretionary deed poll trust

      This document provides an overview of the benefits of the Old Mutual Wealth Personal Pension discretionary deed poll trust.

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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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    • Protecting your money

      This document describes the protection offered for a client’s policy when they have an investment with Old Mutual Wealth.

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    • Products at a glance

      This document outlines the charges and benefits available from the Old Mutual Wealth single price Personal Pension and Buy-Out Bond product.

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