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

Share
Print
Print Share

Platform user guides

Old Mutual Wealth’s platform is the online service you can use to apply for and transact business with:

  • Old Mutual Wealth Limited (which offers the ISA and Collective Investment Account)
  • Old Mutual Wealth Life & Pensions Limited (offers the Collective Investment Bond and Collective Retirement Account).
  • Collective Retirement Account - New Business and Top-Up investment - Application and Illustration User Guide

    A step by step guide to inputting and illustrating a new business application or top-up investment for the Collective Retirement Account. 

    Download
  • New investment: Collective Investment Bond

    A step-by-step guide to inputting a new online Collective Investment Bond application.

    Download
  • Collective Retirement Account - Illustrate Tax Free Cash and/or Income User Guide

    A step by step guide to providing a range of illustrations for immediate access to tax-free cash and/or income withdrawals from the suite of retirement income options now available through the Collective Retirement Account, including tax-efficient regular income.

    Download
  • Switch by clients

    This guide explains how to:

    - Switch out of all funds for selected clients or their specific accounts into a new fund split

    - Optionally update or set up automatic rebalancing instructions through the switch route

    And/or

    - Redirect future regular contributions into a new fund split

    Download
  • Swap investment range user guide

    Explanation of how to swap from the SelfSelect investment range into the WealthSelect Managed Portfolio Service.

    Download
  • Old Mutual Wealth’s online platform and your back-office software user guide

    This guide shows you how to link your chosen back-office software with the Old Mutual Wealth online platform.

    Download
  • Old Mutual Wealth platform – how to generate a no change projection user guide

    This guide shows you how to generate no change projections for your clients.

    Download
  • Building portfolios on Old Mutual Wealth’s platform

    Download

Financial Adviser Verification