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Collective Retirement Account

New money forms and support material

    • Data capture form - Collective Retirement Account

      Handy form for you to gather details to later input online on the platform - use this version for the Collective Retirement Account.

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    • Expression of wish for use with the Collective Retirement Account

      Use this form to nominate a person or persons to receive the value of plans in the event of the death of the plan holder before age 75, either in the form of a lump sum, or as a beneficiary drawdown facility from 6 April 2015.

      For use by policyholders of Old Mutual Wealth Personal Pensions, Personal Pension Income Plans, Old Mutual Wealth Executive Pensions and Free Standing Additional Voluntary Contribution Contracts.

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Servicing forms

    • Expression of wish for use with the Collective Retirement Account

      Use this form to nominate a person or persons to receive the value of plans in the event of the death of the plan holder before age 75, either in the form of a lump sum, or as a beneficiary drawdown facility from 6 April 2015.

      For use by policyholders of Old Mutual Wealth Personal Pensions, Personal Pension Income Plans, Old Mutual Wealth Executive Pensions and Free Standing Additional Voluntary Contribution Contracts.

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Key Features, guides and brochures

    • Funds list for investments on Charge Basis 1

      Shows the list of funds available for investments on Charge Basis 1 and investments in the Offshore Collective Investment Bond, together with details of their objectives and risks.

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    • Making the cost of investment clear - Charge Basis 1

      This document summarises the charges on your clients' platform investment for Charge Basis 1.

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    • Funds list for investments on Charge Basis 2

      Shows the list of funds available for investments on Charge Basis 2, on Old Mutual Wealth's platform, together with details of their objectives and risks.

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    • Making the cost of investment clear - Charge Basis 2

      This document summarises the charges on your clients' platform investment for Charge Basis 2.

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    • Key features of the Collective Retirement Account

      This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about the Collective Retirement Account (CRA). It describes the CRA and its benefits along with the potential risks involved with this investment. There's also a list of questions and answers to help fill in the finer details. You should read this document in conjunction with a personalised Key Features Illustration, Terms and Conditions and Funds List. You might also find Old Mutual Wealth's Platform and Investment Guide a useful read. If you want to print this document out, please check out the print-friendly version. Available 16 November 2015.

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    • Print-friendly key features of the Collective Retirement Account

      This is a print-friendly version of the Collective Retirement Account Key Features Document.

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    • Charge Basis 3 - Terms and conditions for the Collective Retirement Account (CRA)

      These are the terms and conditions for the Collective Retirement Account (CRA) for Charge Basis 3 customers. 

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    • Funds list for investments in WealthSelect on Charge Basis 3

      Shows the list of funds available for investments in WealthSelect on Charge Basis 3, on Old Mutual Wealth's platform, together with details of their objectives and risks.

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    • Funds list for investments on Charge Basis 3

      Shows the list of funds available for investments on Charge Basis 3, on Old Mutual Wealth's platform, together with details of their objectives and risks.

      Download
    • Making the cost of investment clear - Charge Basis 3

      This document summarises the charges on your clients' platform investment for Charge Basis 3.

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    • Making the cost of investment clear - Charge Basis 3 - WealthSelect

      This document summarises the charges on your clients' platform investment for the WealthSelect investment range on Charge Basis 3.

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    • A clear guide to your retirement options

      A customer guide to the retirement options available to them, and where applicable the way in which those options can be provided through any Old Mutual Wealth pension savings they hold. Available 16 November 2015.

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    • Pension Freedom - Your Retirement Income Choices

      A customer guide from Old Mutual Wealth to the new retirement options from 6 April 2015. 

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    • A guide to income tax and your pension

      The purpose of this booklet is to help your clients understand the possible tax due on their pension withdrawal(s), how the tax is taken, and where they can check that the tax is correct.

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