Forms

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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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  • Customer privacy notice

    How we collect, manage, store and use your clients' personal information. 

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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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  • Adding or Amending an Ongoing Fee (PP6, EP6, DA6, TI6, BB6)

    This form is for the following products, which must have been set up on, or converted to, an Adviser Charging Basis:

    Personal Pension (PP6), Executive Pension (EP6), Personal Pension Income Plan (DA6), Pension Trustee Bond (TI6) and Buyout Bond (BB6).

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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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  • Applying to Transfer into your Single Price Personal or Executive Pension

    Use this application to transfer in other pension arrangements into your client’s existing Single Price Personal or Executive Pension (PP6 or EP6).

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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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  • 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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  • 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 Personal 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 in personal pensions

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  • Application for small pots pension fund lump sum payment - for use with Old Mutual Wealth Heritage Occupational Pension Plans

    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 in occupational pensions.

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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 one or more individuals, trusts or charities to receive benefits from the account/plan in the event of the death of the account/plan holder.

    For use with the Collective Retirement Account, Personal Pension, Executive Pension, Personal Pension Income Plan and Free Standing Additional Voluntary Contribution Contract.

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Financial Adviser Verification