Group Personal Pension


    • 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.


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.