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IncomeSelect: Redefining Retirement support

Our Redefining Retirement campaign isn’t just about raising awareness amongst consumers; it’s also about equipping you with everything you need to deliver great retirement outcomes for your clients.

Complementing your expertise

To achieve this, our respected industry experts have put their heads together following the pension reforms to bring you an array of different materials to help you plan your clients’ retirements.

Check out some of the links below:

IncomeSelect

Our retirement proposition, IncomeSelect, brings together all the elements you need to create and manage unique retirement strategies for your clients.

Research and insight

Ground-breaking research into clients’ retirement expectations, the value of your advice and how retirement income is being funded today. 

Case studies

Designed to help you get under the skin of your clients’ retirement expectations, with all the technical detail and back-up material you need.

Life2 The Boxset (a three-part disc series)

A blockbuster bundle of opportunities to help you help your clients to achieve the Life2 they want, through case studies, videos and expert views.

Client-facing understanding tax guide

A comprehensive income tax guide which will help clients understand the possible tax due on their pension withdrawal(s), how the tax is taken, and where they can check if it’s the right amount.

Pension withdrawal forms

All of the literature you need for your clients to take advantage of the pension freedoms – including new and recently updated documents.

Knowledge Direct

An in-depth technical resource for advisers, with articles focusing on subjects such as tax, legislation and planning.

Informer

Our online publication, with all the latest news from the industry’s leading experts, including Old Mutual Wealth’s specialists.

Financial Adviser Verification