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Old Mutual Wealth Professional Pension Accounts 

  • Customer privacy notice

    How we collect, manage, store and use your clients' personal information. 

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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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  • Applying for your Personal Retirement Account for transfer payments

    Use this application form to transfer other pension arrangements into your existing Personal Retirement Account (PRA).

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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