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

Share
Print
Print Share

Tools/Resources

man on mac

Dictionary (A-D)

 

This article defines the commonly used terminology (starting with letters A to D) in the tax and financial planning arena or within Old Mutual Wealth.
open book

Dictionary (E-O)

This article defines the commonly used terminology (starting with letters E to O) in the tax and financial planning arena or within Old Mutual Wealth.
open book

Dictionary (P-Z)

This article defines the commonly used terminology (starting with letters P to Z) in the tax and financial planning arena or within Old Mutual Wealth.
messy desk

Capital withdrawal planning tool

This financial planning tool calculates the capital gain on a given withdrawal from an investment, and the amount of withdrawal which can be made when utilising an individual or trustee’s CGT exemption.
Pen and calendar

Tax-efficient withdrawal planning tool

This financial planning tool has been designed to demonstrate how a UK authorised investment fund (collective) and a single premium investment bond can be used together to create tax-efficient withdrawals.
Business tools and user guides

Business tools and user guides

We aim to be a true partner to financial advisers and we are continually developing an extensive range of tools to make your life easier. That’s what it’s all about for us. Giving you the tools you need to help you give great advice to your clients. Discover below what we believe to be the most comprehensive set of financial adviser tools available, on both Old Mutual Wealth's platform and on our adviser website.

Financial Adviser Verification