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As a result of current events, this is your live hub for everything you might want to know about your investments and dealing with us.

As you can imagine, during this unprecedented period our phone lines are very busy. If you’re looking for information or need help, this online resource is the quickest and easiest way to get answers. We’d like to remind you that all Old Mutual Wealth customers have access to our online services and we strongly encourage you to login or activate your online account today - www.oldmutualwealth.co.uk/activate.

We are open and here to serve you and your financial adviser. To help us do this in the most effective way and to help you to feel better connected in the coming months, here are 4 tips from our in-house experts:

Go online to access the most up to date answers, quickly and easily

More and more people are now going online for information. By going online you’re also helping us to be able to react more quickly to urgent requests from vulnerable customers at a time when our phone lines are unusually busy.

Remember to discuss your plans with your financial adviser before you make any changes to your investment with us.

Email us to send your requests digitally

We are temporarily introducing more ways in which you can make changes to your investments by emailing your requests to us directly using our PROMPT tool.

However please remember to discuss your plans with your financial adviser before you make any changes to your investment with us.

You can find the required forms to make switches and withdrawals at Coronavirus questions answered.

Get ready for digital payments

It’s very important that you are set up to send/receive money by bank transfer, rather than relying on payments by cheque. Should there be a temporary closure of our buildings as a result of Government advice, or if the critical banking, postal and remittance services are interrupted, bank transfers will ensure you can either pay in or take out money when you want to.

Remember the basic principles of long-term investing

In an uncertain world, it’s reassuring to know that the fundamental principles of investment remain as sound as ever: take expert advice and focus on the long term. Find out more.

Queries on your investments

How to check the value of your investments, carry out a transaction or find out information about property fund suspensions.

Helpful questions and answers

Answers to general queries about coronavirus and what the potential impact, if any, could be on your policies or investments.

Navigating investment uncertainty

In an uncertain world, it’s reassuring to know that the fundamental principles of investment remain as sound as ever: take expert advice and focus on the long term.

Protecting your money

The value of investments can fall as well as rise, but what if something happens to the financial companies involved?

Sending email instructions

You can send us forms and documents electronically to make life easier in the current circumstances.


Old Mutual Wealth is well prepared

During the coronavirus, we are working hard to ensure that the service you receive from us continues with as little disruption as possible.