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Coronavirus – Working with us

In the current climate we’re working hard to ensure there is as little disruption as possible to the services we offer to you and your clients; as well as considering the ongoing wellbeing of our staff. We are also making some important temporary changes to our procedures to help you if you are not able to have face to face contact with your clients.


Contacting us

As you can imagine, during this unprecedented period our phone lines are very busy. If you’re looking for information or need help, this online resource is the quickest and easiest way to get answers. As all Old Mutual Wealth customers have access to our online services please encourage them to log in or activate their online account today - www.oldmutualwealth.co.uk/activate.

Here you can find everything you need to know.

We are open and here to serve you and your clients. To help us do this in the most effective way and to help you service your clients remotely at this time, here are 4 tips from our in-house experts:

Go online to access the most up to date answers, quickly and easily

More and more people are now going online for information. By going online you’re also helping us to be able to react more quickly to urgent requests from vulnerable customers at a time when our phone lines are unusually busy.

Email us to submit more business digitally

We are temporarily introducing more ways to submit business digitally, through Prompt, email and the use of photo images. We are also being more flexible when it comes to the confirmation of adviser fees. View information about our temporary procedures.

Get your clients online to help them stay up to date

Your clients can log in to our online Customer Centre for valuations, to update their details and access their documents; like most customers do with their online banking. This will give them 24/7 access and only takes 4 minutes to activate www.oldmutualwealth.co.uk/activate.

Get your clients ready for digital payments

It’s important that your clients are set up to send/receive money by bank transfer, rather than relying on payments by cheque. This is a quick and simple process, which will allow you to protect the flow of income payments or withdrawals. Get your clients ready for digital payments today.

 

 

Providing a service to you and your clients

We have strong business continuity processes in place and we are well prepared to keep providing a service to you and your clients.

Our service

There for you

We want to help you even more during this period. We’ve collaborated across Quilter to bring you the best support and expertise from all our businesses to create a new support hub. Visit the hub to help you and your business.

Visit there for you

Making it easier to do business with us

We have temporarily changed our procedures. If you can’t use the usual process, you can submit documentation online.

Online documentation

What we are telling your clients

As our phone lines are incredibly busy at the moment, here is what we are telling your clients about interacting with us.

Find out more

Get your clients ready for digital payments

To help minimise delays in payments, it’s important for you to get your clients to set up for sending and receiving payments by bank transfer.

Digital payments

Questions and answers

Answers to general queries about coronavirus and what the potential impact, if any, could be on your clients policies or investments.

Read the Q&A

Investment commentary

The investment team at Quilter Investors, our multi-asset fund management business, consider the potential impact of the current market volatility across all asset classes, and provide updates on their multi-asset portfolios.

View the article

News and articles

Read a selection of recent articles discussing the impact of covid 19 from across the Quilter group

Read the articles

Possible delays to defined benefit pension transfers

New tPR guidance means some defined benefit pension schemes could delay pension transfers.

Find out more

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