This site is for financial advisers only, Click here for the consumer site.

Share

Benefits of using the Old Mutual Wealth platform

Here are some of the key reasons why the Old Mutual Wealth platform could be right for you, your business, and most importantly, your clients.

Key benefits for your clients

  • Our flexible products and investment solutions are suitable for clients with a wide range of needs, and can adapt as those needs change throughout their lifecycle.
  • Our charges are clear, competitive and easy for your clients to understand, with spouses and civil partners benefiting from a lower combined charge through client linking.
  • Our scale allows us to negotiate access to the most competitive fund prices in the market on their behalf.
  • We pre-fund all new business, switches and tax relief on pensions so their money is in the market for as long as possible.
  • All fund switches are free from any administration charge and can be processed quickly and easily online.
  • Clients can view their Old Mutual Wealth accounts online, helping them to feel more in touch with their investments.
  • We are a strong and responsible business, providing consistently great service, tools and functionality that are built with our clients’ needs at heart.
  • We recognise that financial advice is essential to great client outcomes and we aim to create long-term relationships with clients and their advisers.

Key benefits for you and your business

  • We offer flexible products and investment solutions that allow you to tailor the features and functionality of our platform to your own service proposition, helping you to meet a range of different client needs, throughout their lifecycle.
  • We help you create efficiencies within your business, providing you with all the planning tools, technology and investment solutions to make doing business with us quick and easy; giving you more quality time with your clients.
  • We are fully committed to the UK platform market; our platform is already profitable and we are continuing to invest in its long term future.
  • We are financially strong, with vigorous governance processes in place, ready to sail whatever seas come our way.
  • We have robust, secure, and dependable trading and client management functionality, giving you confidence when recommending an investment with Old Mutual Wealth to your clients.
  • Defaqto ‘Gold’ rated service from start to finish; you’ll receive dedicated support from your Wealth Management Consultant and access to our experienced financial planning and E-Business Specialists, as well as telephone and email support from our Contact Centre from 8am to 9pm.

Financial Adviser Verification