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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
Michael Jaggard – Platform Specialist
Tuesday 15 May 2018
Our platform consultants will present an overview on how to build portfolios and research funds on the platform.
Join us on our webinar to learn about:
Daniel Woodnutt – Platform Specialist
Tuesday 22 May 2018
Our online tools and services are designed to make your life easier. In this webinar you will receive an overview of the various tools and reports at your disposal when reviewing a client’s account.
Carrying out a client review? Learn all about the tools that can help you do it, including:
Mark Gaskell – Platform Specialist
Tuesday 29 May 2018
Wealth Interactive is our offshore wealth management platform with a simple-to-use illustration and application process. Our newest offshore solution, the Select Bond, has been designed to remove some of the barriers to using offshore bonds with one simple transparent charging structure, reduced minimum premium criteria, and a fully online application process.
Ian Browne and Jim Jarvie
Wednesday 30 May 2018
Important changes have been made to DB transfer regulations in recent weeks. Understanding these changes and knowing what this means for you and your clients is imperative.
In our webinar you will learn about:
Tuesday 5 June 2018
The Retirement Income Explorer tool enables you to detail your clients' current and future income needs, assets, expenditure, and expectations. Using a sophisticated stochastic modeller, you can bring to life a range of probable outcomes based on realistic forecasts.
Tuesday 12 June 2018
The Collective Retirement Account (CRA) has nine different ways of taking income, making it one of the most flexible pensions in the market.
Tuesday 19 June 2018
Want to breeze through capital gains tax (CGT) calculations for your clients? Our CGT tool, which is fully integrated into our platform, can help significantly with your tax planning process.
Tuesday 26 June 2018
Our Platform Specialist will give you a deeper understanding of the time-saving efficiencies our platform can provide. From paperless processing with our new PROMPT tool, to receiving email alerts informing you how your client applications are progressing, and much more, this session has it all.
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