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ISA special offer 2017/18

Refund of up to 12 months’ ISA service charge

We are launching a special offer to complement the many advantages of consolidating assets on to one platform. As well as having a charge rate that reduces as your clients’ assets grow and our client linking feature, we are now offering a refund of up to 12 months charges on new ISAs.

Clients who open a new ISA by April 5 2018 qualify if they make a transfer from another provider. They must also hold a Collective Retirement Account (CRA) alongside the ISA at the end of September 2018. Clients who do so will then be entitled to a refund of the service charge taken on their ISA from the point it opens to the end of 2018.

Please see the offer eligibility criteria.

See how much your clients could save across their Old Mutual Wealth investments* with our interactive tool

A fantastic package for delivering retirement income

Our special offer can help you demonstrate to your clients the important role an ISA can play in facilitating retirement income. In addition to being tax-efficient, delivering income from a client’s ISA could allow them to pass on more of their pension fund as an IHT-friendly legacy. Our ISA has flexible regular withdrawals and natural income options to complement the CRA’s 9 income drawdown options, providing a complete retirement income package for your clients with excellent cost savings when they hold their ISA and pension with us.

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*Applies to ISA, Collective Retirement Account, Collective Investment Account and Collective Investment Bond. Clients can request client-linking, meaning that, when calculating our tiered charges, we’ll take into account the value of the investments held by their spouse or civil partner. Where we use the term ‘platform’, this means Old Mutual Wealth’s UK technology platform, which hosts collective investments and ISAs as well as bonds and pension products. The FCA’s platform rules do not apply to the bond and pension products.

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