This site is for financial advisers only, Click here for the consumer site.
How to access our online services
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 – topical articles for financial advisers
Knowledge Direct – our dedicated technical financial planning resource
This brochure describes how a Lifestyle Trust can provide tax-efficient benefits for your clients and those they care about.
This sales aid aims to answer any questions you may have about the Lifestyle Trust.
This brochure helps explain for your clients how the Lifestyle Trust can be used for inheritance tax planning with either an Old Mutual Wealth, Old Mutual International Isle of Man or Old Mutual International Ireland bond.
This sales aid aims to answer any questions your clients may have about the Lifestyle Trust.
This support document will provide guidance in completing the second schedule which is part of the Lifestyle Trust deed.
This form needs to be completed when a client requests to change their Policy Fund entitlements.
A support document with Lifestyle Trust content that can be incorporated within recommendation letters to clients.
Complete this deed to set up a Lifestyle Trust (English Law version)
Financial Adviser Verification
THIS WEBSITE IS FOR FINANCIAL ADVISERS ONLY
The content of this site is approved for use by financial advisers only. It hasn't been approved for customers to view.
If you are NOT a financial adviser, please click here to return to Old Mutual Wealth's homepage.