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Group Personal Pension

Forms

    • Expression of wish form

      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 and terms

    • Key features of your Personal Pension

      This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about the Old Mutual Wealth Personal Pension. It describes the Personal Pension 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 and Terms and Conditions.

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