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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. 

  • New investment: Stocks and Shares ISA

    A step-by-step guide to inputting a new online ISA application.

  • New investment: Collective Investment Bond

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

  • New investment and Top up application: Collective Investment Account Held by Old Mutual International

    This userguide will take you through the online illustration and application process when investing in a Collective Investment Account when it is being used as the underlying investment for an Old Mutual International - International Portfolio Bond.

  • Collective Retirement Account - Phased drawdown illustration user guide

    This guide explains how to obtain a phased drawdown illustration for new business only.

  • 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.

  • 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


    - Redirect future regular contributions into a new fund split

  • Linking and switching via portfolios

    This guide explains how to link a policy to a portfolio and perform a switch

  • Share Class Switch user guide

    This guide explains how to submit a share class switch for either an individual fund switch or a bulk switch of up to five funds at a time so that it is treated as a qualifying switch’, and not a disposal for CGT reporting.

  • Swap investment range user guide

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

  • Old Mutual Wealth Capital Gains reporting tool

    A step-by-step guide to the Capital Gains reporting tool.

  • 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.

  • 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.

  • Obtaining client lists by fund on the Old Mutual Wealth Platform

    This guide explains how to view and download a list of clients invested in a fund.

  • Managing fees and charges

    Use this user guide to change the charging structure of a account, amend the current fees being taken, look up details of adviser fees and set up an ad hoc fee.

  • System Admin - Master User

     A guide to the system admin functionality as a Master User

  • Building portfolios on Old Mutual Wealth’s platform

  • New investment: Collective Investment Account

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


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