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Old Mutual Wealth Professional Pension Accounts 

  • 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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  • 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).

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  • Topping-up your Trustee Retirement Account

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

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Financial Adviser Verification