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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.

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  • Switch form Select Personal Pension Account

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

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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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