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Our financial performance
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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
Mark Gaskell – Platform Specialist
Tuesday 24 October 2017
Want slicker switching? All fund switches on our platform are prefunded, reducing the risk of your client being out of the market. And our bulk switching functionality allows you to carry out a switch across all your portfolios in just a few clicks.
Join us on our webinar to learn about:
Darren Smith, Head of Financial Adviser School, and Amy Oddie, Recruitment Manager.
Wednesday 25 October 2017
The Financial Adviser School has expanded its offering since going live in April 2016 and now offers a range of programmes to suit differing levels of experience.
Daniel Woodnutt – Platform Specialist
Tuesday 31 October 2017
Outsourcing your investment decisions to our Managed Portfolio Service (MPS) can be a great way of de-risking your business whilst still being able to recommend an investment approach that gives you confidence.
MPS is supported by a leading client reporting solution, so you can impress your clients too. In this session, learn about:
Bernadette Collins – Protection Specialist
Wednesday 1 November 2017
Quite often businesses don’t recognise their people risks within the business. This is generally because without your advice they are unaware of the risks. Key person cover can provide the business with an injection of cash in the event of the absence of a key person due to death or ill health. This financial injection could be the difference to continuity or failure of the business. During this session we’ll give you some ideas and tips to help you to:
Michael Jaggard – Platform Specialist
Tuesday 7 November 2017
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, including:
Paul Forster – Platform Specialist
Tuesday 14 November 2017
Join us on this essential webinar where our Platform consultants will present an overview on how to build portfolios and research funds on our platform.
Tuesday 15 November 2017
One of first questions for your personal clients will often be “Have you made a will?” What if you asked your business clients the same question? Having a plan in place detailing what happens on death or critical illness of the business owner will help to protect the shareholders, their families, their employees and the business. During this session we’ll look at how you can build a ‘business will’ to help you to:
Tuesday 21 November 2017
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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