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

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).
  • New investment: Stocks and Shares ISA

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

    Download
  • 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 Account

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

    Download
  • New investment: Collective Investment Bond

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

    Download
  • 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.

    Download
  • Collective Retirement Account - Phased drawdown illustration user guide

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

    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
  • Switch by fund

    This guide explains how to switch out of a selected fund or up to 5 funds, for one or more accounts holding any combination of these funds.  

    Download
  • Linking and switching via portfolios

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

    Download
  • 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.

    Download
  • Swap investment range user guide

    This guide explains how to swap an account or bond from the SelfSelect investment range into the WealthSelect investment range, or vice versa.

    Download
  • Old Mutual Wealth Capital Gains reporting tool

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

    Download
  • Retirement Income Explorer – Getting Started – Full View

    A brief guide on how to use the Full View option of the Retirement Income Explorer tool.

    Download
  • Retirement Income Explorer – Full View (detailed guide)

    A detailed guide on how to use the Full View option of the Retirement Income Explorer tool.

    Download
  • Retirement Income Explorer – Quick View

    A guide on how to use the ‘Quick View’ option of the Retirement Income Explorer tool.

    Download
  • Retirement Income Explorer – Risk profiler

    A guide on how to use the ‘Risk profiler’ option of the Retirement Income Explorer tool. (Please note that this tool is not the same as the Old Mutual Wealth Risk Profiler Tools).

  • ISA data download tool

    The platform ISA data download tool is available all year round. The following guide shows how it can be accessed to download details of your clients’ current ISA subscriptions and the outstanding amount available for them to invest in the current tax year.

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

    Download
  • 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.

    Download
  • 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.

    Download
  • System Admin - Master User

     A guide to the system admin functionality as a Master User

    Download
  • Building portfolios on Old Mutual Wealth’s platform

    Download

Financial Adviser Verification