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.
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.
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. You can find out more information about this here.
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. You can find out more information about this here.