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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.

  • Switch form Select Personal Pension Account

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

  • 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.


Financial Adviser Verification