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 £114.4 billion in customer investments (as at 31 December 2017). This figure excludes our Single Strategy asset management business. Old Mutual Wealth announced the sale of this business on 19 December 2017, which is anticipated to complete in the second half of 2018. Find out more.