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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. 

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  • 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) 

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  • 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.

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

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

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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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  • 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. 

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  • 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

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  • 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).

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  • 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).

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  • 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).

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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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