This site is for financial advisers only, Click here for the consumer site.

Share

The Skandia Plan

  • Statement

    This form must be completed where changes are made to qualifying policies to ensure we maintain a record of the qualifying status of the plan.

    The information is required by HM Revenue & Customs. Completion is compulsory where changes are made from 6 April 2013 and must be done within three months of the date of the change.

    Download
  • Additional investment into The Skandia Plan

    Application form to be used to add an additional investment to The Skandia Plan.

    Download
  • Additional health information

    Use this form as a supplement to an application form for Protect or The Skandia Plan when more than four additional questions need to be answered.

    Download
  • Commission selection form

    This form is to be completed by financial advisers to select commission on Old Mutual Wealth bonds and regular life plans.

    Download
  • Comprehensive declaration of health

    To be used for all non standard increases (increases over and above the standard inflation option) and reinstatements (recommencing a paid up policy) for both life and pensions, also in new business cases where existing evidence is out of date and new evidence may be required.

    Download
  • Declaration of continuing good health

    For new business only, to be used when applications and acceptance of terms are out of date, this form is used to provide Old Mutual Wealth with confirmation of a change in the client's health since the application was originally dated or the underwriting decision was made.

    Download
  • Delegated switching authority

    This form is used to delegate switching authority to an authorised third party, other than your financial adviser.

    Download
  • Fund switching authority

    This form is used to provide switching authority to your nominated financial adviser so that they can switch funds within your policy on your behalf.

    Download
  • Old Mutual Wealth withdrawal/closure form

    For use with products with the following prefixes: CAP, TSP, MIP, PPP, SEP, SLP, SIB, CAB, HIB, EAB, APB, CIB, and FIB

    (There is a separate form for Old Mutual Wealth pension products)

    Download
  • Old Mutual Wealth fund switch form

    This form is used to switch funds in an Old Mutual Wealth Life pension plan.

    Download
  • About The Skandia Plan

    A technical guide for financial advisers about The Skandia Plan.

    Download
  • Applying for probate or letters of administration

    This document describes the process involved in applying for probate or letters of administration.

    Download
  • A simple trust glossary

    This is a glossary to cover terms that are widely used in relation to trusts.

    Download
  • Flexible inflation-proofing – Old Mutual Wealth experts in protection

    This document describes the flexibility of the inflation-proofing options on our life policies.

    Download
  • Helping you understand inheritance tax planning

    This client guide explains Inheritance Tax (IHT) and offers guidance on IHT planning.

    Download
  • IHT planning for couples

    This document is our Inheritance Tax Planning (IHT) for couples.

    Download
  • Inheritance Tax (IHT) - using a regular premium life assurance policy

    A flowchart designed to assist financial advisers with selecting the right trust for their clients wanting to use a regular premium life assurance policy for IHT purposes.

    Download
  • Protecting your money

    This document describes the protection offered for a client’s policy when they have an investment with Old Mutual Wealth.

    Download
  • Absolute trusts - important considerations

    This document describes the advantages and disadvantages of using absolute trusts.

    Download
  • Your guide to UK inheritance tax and trusts

    This guide is designed to give you a basic understanding of inheritance tax and how you could reduce your inheritance tax liability in order to pass on as much wealth as possible.

    Download
  • Your Plan - Frequently asked questions

    Download

Financial Adviser Verification