Creating prosperity for the generations of today and tomorrow
We provide long-term investment solutions to help you achieve the lifestyle you want for you and your loved-ones. There is no such thing as ‘one size fits all’, so it’s important that you identify and define your personal financial goals with the help of a financial adviser.
Our purpose is to help you and your adviser to get there, through:
- flexible, tax-efficient ways to grow and access your wealth, including pensions, ISAs and collective investments
- life and critical illness cover to protect you, your family and your business interests
- legacy planning, to ensure you can pass on your estate tax-efficiently to the people you choose
- ways to easily manage and monitor your investments, in one convenient central hub we call our investment platform.
Our wider business
We are part of a wider group of Old Mutual Wealth businesses providing cross-border investment solutions, asset management, discretionary management and financial advice. The group currently manages £131.3 billion of investors’ money (as at 30 September 2017). Find out more.