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
Creation – an active range of diversified, risk targeted, multi-asset funds
WealtheSelect: managed portfolio service and researched fund range
Generation – a range of three multi-asset funds built for retirement
Informer – topical articles for financial advisers
Knowledge Direct – our dedicated technical financial planning resource
Latest Informer articles
The value of offshore bonds in inter-generational planning
Why diversification works
The benefits of active portfolio management
Regulation, retirement, and risk
Tax-year end? Don’t forget tax-year beginning
Making the basics brilliant – four key questions that advisers are asking their clients ahead of tax year end
Regulation driving change
The best of two products for IHT
Centralised retirement propositions: new problems need new solutions
Gifts into property trusts can cause a lifetime charge
View our fund prices, performance, factsheets and KIIDs.
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.