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Cookie policy

Introduction

Last updated 7 May 2019

References to we, us or our (or words of similar meaning) mean Old Mutual Wealth

Old Mutual Wealth is the trading name of Old Mutual Wealth Holdings Limited, Quilter Business Services Limited, Old Mutual Wealth Life Assurance Limited, Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited.

Old Mutual Wealth Holdings Limited, Quilter Business Services Limited, Old Mutual Wealth Life Assurance Limited, Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited are registered in England under numbers 1606702, 1579311, 1363932, 1680071 and 4163431 respectively. Registered Offices at Old Mutual House, Portland Terrace, Southampton SO14 7EJ, United Kingdom.

Old Mutual Wealth Life Assurance Limited and Old Mutual Wealth Life & Pensions Limited are authorised and regulated by the Financial Conduct Authority and the Prudential Regulation Authority in the UK with Financial Services register numbers 110462 and 207977 respectively. Old Mutual Wealth Limited is authorised and regulated by the Financial Conduct Authority in the UK with Financial Services register number 165359.

References to you mean the person accessing and using the website (as defined below).

References to website means the website operated by us or on our behalf: www.oldmutualwealth.co.uk, any associated subdomains (e.g. customer.oldmutualwealth.co.uk) and any third party hosted tools exclusively accessible via these sites (U-Scan, Personalised Funds List, Capital Gains Tax tool and Retirement Income tool).

We use cookies and similar technology on the website and the associated tools.

What is a cookie?

Cookies are text files containing small amounts of information which are downloaded to your computer or device when you visit a website. Cookies are then sent back to the originating website on each subsequent visit, or to another website that recognises that cookie. Cookies enable the website to perform useful tasks, which include:

  • helping us to recognise a user’s device
  • letting you navigate between pages efficiently
  • helping us to improve the browsing experience
  • ensuring that adverts you see online are relevant to you and your interests.

You can find more information about cookies at: www.allaboutcookies.org and www.youronlinechoices.eu.

The cookies used on the website have been categorised based on the four categories found in the International Chamber of Commerce UK Cookie guide.

You can find more information regarding the cookies that we use and the purposes for which we use them in the table below.

This Privacy and Cookie Policy supports a number of Old Mutual Wealth websites. The list below shows the websites included in this policy. Please see the relevant table for the website you are visiting (each link will take you straight to the relevant table):

Old Mutual Wealth’s public website: www.oldmutualwealth.co.uk 
Customer Centre (Old Mutual Wealth’s secure online customer services): https://customer.oldmutualwealth.co.uk

Financial adviser websites and tools:

Old Mutual Wealth's platform: platform4.oldmutualwealth.co.uk 
AdviserView: https://customer.oldmutualwealth.co.uk

Third party hosted tools only available on the Old Mutual Wealth Adviser Investment Platform:

U-Scan: https://uscan.financialexpress.net
Personal Funds List: https://pfl.oldmutualwealth.co.uk
Capital Gains Calculator: https://trinity.financialsoftware.co.uk/skandiauat/client/default.aspx

Old Mutual Wealth's public website: www.oldmutualwealth.co.uk

Cookie Type

Description

What this cookie does

Strictly necessary cookies

These cookies are required for the operation of the website.

If you block these cookies we cannot guarantee access to the services provided through the website or be sure how the website will perform during your visit.

We use these cookies to:

  • remember your preference as to whether you wish to allow us to store cookies on your device
  • identify individual clients behind a shared IP address and apply security settings on a per-client basis
  • ensure internal session data is correctly managed across multiple concurrent visitors, for example requests and responses.

Performance Cookies

These cookies allow us to recognise and count the number of visitors and see how visitors move around the website when using it. This assists us in improving the way our website works; for example, by ensuring that users are finding what they are looking for easily.

We use these cookies to:

  • find out which pages of the website are visited most often
  • improve the functionality of the website and find out whether visitors experience any error messages.

 

Functionality Cookies

Functionality cookies allow the website to remember choices you make such as your user name, log in details and language preferences, as well as any customisations you make to pages on the website during your visit.

If you block these cookies certain features and services may be affected and we cannot be sure how the website will perform during your visit.

 

We use these cookies to:

  • remember the choices you make, including your user name, language and the region you are in
  • remember changes you have made to customisable parts of a webpage
  • provide functionality such as video playback and commenting.

Targeting or Advertising Cookies

These cookies are usually linked to site functionality provided by other websites. The cookies remember that you have visited a website and this information may be shared with other organisations, such as advertisers.

More information about online behavioural advertising and online privacy can be found at: www.youronlinechoices.eu.

We use these cookies to:

  • deliver adverts which are tailored to you and your interests
  • limit the number of times you see a particular advertisement
  • measure the effectiveness of our advertising campaigns.

 

> Back to list of tables

 

Customer Centre (Old Mutual Wealth’s secure online customer services): https://customer.oldmutualwealth.co.uk

Cookie Type

Description

What this cookie does

Strictly necessary cookies

These cookies are required for the operation of the website.

If you block these cookies we cannot guarantee access to the services provided through the website or be sure how the website will perform during your visit.

We use these cookies to:

  • remember your preference as to whether you wish to allow us to store cookies on your device
  • identify individual clients behind a shared IP address and apply security settings on a per-client basis
  • ensure internal session data is correctly managed across multiple concurrent visitors, for example requests and responses.

Performance Cookies

These cookies allow us to recognise and count the number of visitors and see how visitors move around the website when using it. This assists us in improving the way our website works, for example, by ensuring that users are finding what they are looking for easily.

We use these cookies to:

  • find out which pages of the website are visited most often
  • improve the functionality of the website and find out whether visitors experience any error messages.

Functionality Cookies

Functionality cookies allow the website to remember choices you make such as your user name, log in details and language preferences, as well as any customisations you make to pages on the website during your visit.

If you block these cookies certain features and services may be affected and we cannot be sure how the website will perform during your visit.

 

We use these cookies to:

  • enable you to securely log in to our services
  • remember the choices you make, e.g. your user name, language and the region you are in
  • remember changes you have made to customisable parts of a webpage
  • provide functionality such as video playback and commenting.

 

> Back to list of tables

 

Old Mutual Wealth's Adviser platform: platform4.oldmutualwealth.co.uk 

Cookie Type

Description

What this cookie does

Strictly necessary cookies

These cookies are required for the operation of the website.

If you block these cookies we cannot guarantee access to the services provided through the website or be sure how the website will perform during your visit.

We use these cookies to:

  • remember your preference as to whether you wish to allow us to store cookies on your device
  • identify individual clients behind a shared IP address and apply security settings on a per-client basis
  • ensure internal session data is correctly managed across multiple concurrent visitors, for example requests and responses.

Functionality Cookies

Functionality cookies allow the website to remember choices you make such as your user name, log in details and language preferences, as well as any customisations you make to pages on the website during your visit.

If you block these cookies certain features and services may be affected and we cannot be sure how the website will perform during your visit.

 

We use these cookies to:

  • enable you to securely log in to our services
  • remember the choices you make, e.g. your user name, language and the region you are in
  • remember changes you have made to customisable parts of a webpage
  • provide functionality such as video playback and commenting.

 

> Back to list of tables

 

AdviserView: https://secure.oldmutualwealth.co.uk/

Cookie Type

Description

What this cookie does

Strictly necessary cookies

These cookies are required for the operation of the website.

If you block these cookies we cannot guarantee access to the services provided through the website or be sure how the website will perform during your visit.

We use these cookies to:

  • remember your preference as to whether you wish to allow us to store cookies on your device
  • identify individual clients behind a shared IP address and apply security settings on a per-client basis
  • ensure internal session data is correctly managed across multiple concurrent visitors, for example requests and responses.

Functionality Cookies

Functionality cookies allow the website to remember choices you make such as your user name, log in details and language preferences, as well as any customisations you make to pages on the website during your visit.

If you block these cookies certain features and services may be affected and we cannot be sure how the website will perform during your visit.

 

We use these cookies to:

  • enable you to securely log in to our services
  • remember the choices you make, e.g. your user name, language and the region you are in
  • remember changes you have made to customisable parts of a webpage
  • provide functionality such as video playback and commenting.

 

> Back to list of tables

 

U-Scan: https://uscan.financialexpress.net/

Cookie Type

Description

What this cookie does

Strictly necessary cookies

These cookies are required for the operation of the website.

If you block these cookies we cannot guarantee access to the services provided through the website or be sure how the website will perform during your visit.

We use these cookies to store a string of random numbers and letters which identify a particular visit to our website; enabling the webpage to work as you need it to. This cookie (information) is automatically deleted when you close your browser or the web application.

 

> Back to list of tables

 

Personal Funds List: https://pfl.oldmutualwealth.co.uk/

Cookie Type

Description

What this cookie does

Strictly necessary cookies

These cookies are required for the operation of the site.

If you block these cookies we cannot guarantee access to the services provided through the website or be sure how the website will perform during your visit.

We use these cookies to:

  • store the state of your session as you move around the pages of the website
  • identify you as being authorised to log in to secure areas of the site
  • store a string of random numbers and letters which identify that particular visit to our website; enabling the webpage to work as you need it to.

 

> Back to list of tables

 

Capital Gains Tax tool: https://omw.fslcgix.co.uk/client/default.aspx
Available on the Old Mutual Wealth Adviser Investment Platform (platform.oldmutualwealth.co.uk):

Cookie Type

Description

What this cookie does

Strictly necessary cookies

These cookies are required for the operation of the site.

If you block these cookies we cannot guarantee access to the services provided through the website or be sure how the website will perform during your visit.

We use these cookies to:

  • remember your preference as to whether you wish to allow us to store cookies on your device
  • assist the login process and control the system permissions/access
  • work out if a pre-set time has elapsed. If it has, the session will time out and you will have to re-visit the page.

Functionality Cookies

Functionality cookies allow the website to remember choices you make such as your user name, log in details and language preferences, as well as any customisations you make to pages on the website during your visit.

If you block these cookies certain features and services may be affected and we cannot be sure how the website will perform during your visit.

 

We use these cookies to:

  • remember the choices you make, including your user name, language and the region you are in
  • remember changes you have made to customisable parts of a webpage.

 

> Back to list of tables

 

Managing Cookies

You can manage cookies from any website through the settings in your browser; however blocking cookies may affect your experience of using our website and potentially restrict your access to part or all of the pages.

You can find out more about how to manage cookies here: www.allaboutcookies.org/manage-cookies

Third Party Providers

Our website uses Google Analytics, which is a web analytics service provided by Google. For more information, including details of how to block these cookies specifically, please see: https://support.google.com/analytics/answer/181881?hl=en.

Pixel Tracking

Some pages on the website and our emails contain pixel tags (also referred to as web beacons, web bugs, tracking pixels, java tags and clear gifs). These allow us and our advertisers or service providers to:

  • collect non-identifiable cookie data
  • customise the communications we send you and the content provided to you on our website when required
  • retarget users who have come from social media platforms such as Facebook and LinkedIn
  • collect statistics regarding the way you use the website and interact with the emails we send you.

Note: The tags on our website do not collect or store any personal/identifiable information and we only book through advertisers or services that are fully compliant with the relevant data protection law.

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