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The Skandia Plan
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Our financial performance
Business tools and user guides
Our investment platform: Designed for you and your clients
Up-to-date performance information on funds available through Old Mutual Wealth
Flexible and bespoke solutions to meet the retirement needs of your clients
WealthSelect: Our range of high quality, researched funds
UK equities: Old Mutual Global Investors award-winning team
Informer – our online publication for financial advisers
Knowledge Direct – our dedicated technical financial planning resource
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.
Application form to be used to add an additional investment to The Skandia Plan.
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.
This form is to be completed by financial advisers to select commission on Old Mutual Wealth bonds and regular life plans.
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(recommencing a paid up policy) for both life and pensions, also in new business cases where existing evidence is out of date and new evidence may be required.
For new business only, to be used when applications and acceptance of terms are out of date, this form is used to provide Old Mutual Wealth with confirmation of a change in the client's health since the application was originally dated or the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.
This form is used to delegate switching authority to an authorised third party, other than your financial adviser.
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.
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)
This form is used to switch funds in an Old Mutual Wealth Life pension plan.
A technical guide for financial advisers about The Skandia Plan.
This document describes the process involved in applying for probate or letters of administration.
This is a glossary to cover terms that are widely used in relation to trusts.
This document describes the flexibility of the inflation-proofing options on our life policies.
This client guide explains Inheritance Tax (IHT) and offers guidance on IHT planning.
This document is our Inheritance Tax Planning (IHT) for couples.
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.
This document describes the protection offered for a client’s policy when they have an investment with Old Mutual Wealth.
This document describes the advantages and disadvantages of using absolute 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.
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