Old Mutual Wealth offers a full range of product wrappers with a consistent fund range and charging structure. Many of these are particularly suited to inheritance tax and retirement planning.
Find out more about the minimum contribution levels for our Collective Investment Bond, Collective Investment Account, Individual Savings Account and Collective Retirement Account.
Whether your client wants to save a set amount, take an income, or have tax-efficient access to their capital, we offer a range of flexible investment solutions to help you in the advice and planning process. Through Old Mutual Wealth's platform we offer an ISA and further opportunities for growth in collective investment schemes through our Collective Investment Account and the Collective Investment Bond.
Old Mutual Wealth offers a number of retirement planning solutions and retirement planning tools to help your clients look forward to the future with confidence.
Competing for best pension in the UK is Old Mutual Wealth’s Collective Retirement Account (CRA). The CRA is a registered pension scheme available on the platform. It is a truly versatile plan for life, allowing freedom in accumulating pension savings and retirement through flexible and capped drawdown options.
Tax and trusts
Each client will have a very specific opinion on how they want to pass on their wealth and who should benefit. Old Mutual Wealth’s range of trusts is designed for this purpose and can help to limit your clients’ inheritance tax liability.
To help meet the needs of your clients, we have a range of solutions focused on generating great outcomes. Our investment solutions, managed by Quilter Investors, cater for different clients' needs in terms of investment choice, management style, and cost.