This site is for financial advisers only, Click here for the consumer site.

Share

Products open to accept top-up business only

Personal free standing accounts and Executive Pensions

    • Adding a contribution to your Executive Pension (EP5)

      This form is used to make an additional single payment, or to start/amend the amount of regular contributions to an existing Initial Price Old Mutual Wealth Executive Pension. 

      Download
    • Amending contributions on your Executive Pension

      This form is used to add or amend regular contributions or to make an additional single contribution into an Executive Pension (EP1-4 &EPS) 

      Download
    • Adding a contribution to your Single Price Executive Pension

      This form can be used to add an additional single payment, or to start or amend the amount of regular contributions, to an existing Single Price Executive Pension from 31 December 2012 onwards.

      Download
    • A-day maximum benefit calculation form (for executive pension members)

      This form is to be completed to calculate maximum benefits from your executive pension.

      Download
    • 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.

      Download
    • Reviewing your Executive Pension/Executive Retirement Account

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

      Download
    • Amending contributions on your Initial Price Personal Pension (PP5)

      Application form to be used when adding a single or amending regular contributions to an existing Initial Price Personal Pension

      Download
    • Transferring into your Initial Price Personal or Executive Pension (PP5/EP5)

      Use this application form to transfer other pension arrangements into your client’s existing Initial Price Personal Pension or Executive Pension (PP5/ EP5).

      Download
    • Amending contributions on your pension (PP1-4, PPS & FS1-4)

      Application form to be used when adding a single or amending regular contributions to an existing Pension (PP1-4, PPS & FS1-4).

      Download
    • Transferring in to your Pension (PP1-4, EP1-4 FS1-4 and EPS and PPS)

      Use this application form to transfer other pension arrangements of your clients into the following OM Wealth pension arrangements they hold:

      Contracts : (PP1-4 FS1-4, EP1-4 and, PPS).

      Download
    • 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).

      Download

Group Trustee Executive Pension

    • Acceptance of delegated powers

      This form is to be completed to show that a member of a Group Trustee Executive Pension accepts the delegation of powers to amend the investment choice of the Group Trustee Executive Pension in place of the trustees.

      Download
    • Delegation of powers

      This form is to be completed to confirm that Trustees of a Group Trustee Executive Pension scheme authorise the scheme members to carry out switches and redirections of the investment funds held in the member’s name and to receive details of the plan held in their name.

      Download
    • Notification of termination of employment

      This form is to be completed to notify Old Mutual Wealth of your termination of employment when you are a member of an occupational pension scheme.

      Download

Pension Trustee Bond

    • Topping-up your Pension Trustee Bond

      This is our new RDR ready application form to be used when topping-up your existing Single Price Pension Trustee Bond (fee based plans only).

      This form can be used from 31 December 2012.

      Download
    • Topping up your Pension Trustee Bond (Series 5 only)

      This form can be used when topping-up your existing Series 5 or Initial Price Pension Trustee Bond, from 31 December 2012.

      Download
    • Key features of your Pension Trustee Bond

      This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about the Old Mutual Wealth Pension Trustee Bond. It describes the Pension Trustee Bond 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
    • Old Mutual Wealth withdrawal/closure form

      For use with products with the following prefixes: CAP, TSP, MIP, PPP, SEP, SLP, SIB, CAB, HIB, EAB, APB, CIB, and FIB

      (There is a separate form for Old Mutual Wealth pension products)

      Download

Select Personal Pension Account

    • Applying for transfer payments to your Select Pension Account

      Use this application form to to transfer in other pension arrangements into your client’s existing Select Personal Pension Account.

      Download
    • Switch form Select Personal Pension Account

      This form is used to switch funds in your Select Personal Pension Account.

      Download

SIPP Pension Trustee Bond

    • Topping up your Pension Trustee Bond through the Old Mutual Wealth SIPP (Series 5)

      This is our application form for use when topping-up your Initial Price Pension Trustee Bond (Series 5).

      Download
    • Topping up your Pension Trustee Bond through the Old Mutual Wealth SIPP (Series 6)

      This is our application form for use when topping-up your Single Price Pension Trustee Bond (Series 6 fee based plans only).

      Download
    • Key features of your Pension Trustee Bond through the Old Mutual Wealth Self-Invested Personal Pension (SIPP)

      This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about the Old Mutual Wealth Pension Trustee Bond through the Old Mutual Wealth Self-Invested Personal Pension (SIPP). It describes the Pension Trustee Bond through the Old Mutual Wealth SIPP 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
    • About the Pension Trustee Bond through the Old Mutual Wealth Self-Invested Personal Pension (SIPP)

      This trustees guide provides further information about the Pension Trustee Bond through the Old Mutual Wealth Self-Invested Personal Pension (SIPP) - single price, series 6.

      Download
    • Delegated switching authority for Old Mutual Wealth Pension Trustee Bond held under an Old Mutual Wealth Self-Invested Personal Pension (SIPP)

      This form is to be completed and signed by the client to provide authority for an adviser to carry out switches on their behalf.

      Download
    • Surrender authority for the Pension Trustee Bond through the Old Mutual Wealth Self-Invested Personal Pension (SIPP)

      This form is to be completed to request a disinvestment or partial disinvestment from a Pension Trustee Bond held through an Old Mutual Wealth Self-Invested Personal Pension (SIPP).

      Download

Old Mutual Wealth Professional Pension Accounts

    • Applying for transfer payments to your Old Mutual Wealth Professional Pension Account

      Use this application to transfer in other pension arrangements into your client’s existing Old Mutual Wealth Professional Personal Retirement Account (PRA), Executive Retirement Account (ERA) or Additional Contribution Account (ACA).

      Download
    • Topping-up your Trustee Retirement Account

      Application form to be used to top-up your existing Trustee Retirement Account.

      Download

Financial Adviser Verification