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

Share

Knowledge Direct

The Trusts and Technical Solutions team provide wide ranging technical support for Old Mutual Wealth’s platform and heritage business. They cover pensions, trusts, taxation and legislation. The team operates a help desk from 8am to 5pm.

Telephone Helpdesk: 023 8072 6010

Latest articles

Man opening safe

Non-residence Enhancement Factor and the LTA for Money Purchase Schemes

These details are an overview of the non-residence enhancement factors for money purchase schemes. Topic:Lifetime Allowance
Man opening safe

Non-residence Enhancement Factor and the LTA for Money Purchase Schemes

These details are an overview of the non-residence enhancement factors for money purchase schemes. Topic:QROPS & QNUPS
Brainstorming

Choice of law in Cyprus

This flowchart identifies when customers can apply for a Joint Ownership European Executive Investment Bond ('EEIB')/ European Collective Investment Bond ('ECIB') and which choice of law is available. Topic:Europe
Hands

Explaining how annual allowance and earnings limits interact

When looking to make a contribution into a pension an individual must consider annual allowance & carry forward, and tax relief limitations relating to earnings. This article explains how they interact. Topic:Annual Allowance and Carry Forward
Hands

Explaining how annual allowance and earnings limits interact

When looking to make a contribution into a pension an individual must consider annual allowance & carry forward, and tax relief limitations relating to earnings. This article explains how they interact. Topic:Pension contributions and Tax relief
Brainstorming

UK Taxation of Investment Bonds - Quick reference guides

We’ve broken down the complex subject of chargeable events into, easy to digest, quick reference guides. These guides cover the need-to-know facts and provide examples of the method. Topic:Chargeable Events
Artemis

Advising clients on transfers out of defined benefit pension schemes

How to reduce the risks of advising on DB pension transfers Topic:Defined benefit transfers
Coins

Question: How do I advise a client with DB pension benefits in excess of the Lifetime Allowance?

How to advise members of defined benefit (DB) pension schemes, who have benefits that are worth more than the current Lifetime Allowance of £1 million. Topic:Defined benefit transfers
Coins

HMRC guidance on applying for a recalculation of a wholly disproportionate gain

HMRC has published guidance on how to apply for a recalculation of a wholly disproportionate gain following a part surrender or a part assignment for money's worth. Topic:Chargeable Events
Autumn statement

Autumn budget 2017

A summary of the key announcements form the Autumn Budget 2017. Topic:UK Budget

Financial Adviser Verification