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
Flexible and bespoke solutions to meet the retirement needs of your clients
WealthSelect: Our range of high quality, researched funds
UK equities: Old Mutual Global Investors award-winning team
Informer – our online publication for financial advisers
Knowledge Direct – our dedicated technical financial planning resource
Latest Knowledge Direct articles
General comparison between QROPS for UK residents and non-residents
Trusts in Spain
Autumn Statement 2016
QROPS and Chargeable Events
A simple view for order of gifting with PET’s and CLT’s during lifetime and the impact upon death
Lifetime ISA – A must for first time buyers
Is it all about the wrapping?
Relevant Property Trusts - Principle Charge (10 year charge)
The mechanics of a flexible carve out trust – The Old Mutual Wealth Lifestyle Trust
Divorce and Pension Sharing Process in the UK
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.