In 2015 we commissioned a survey on the importance of using a financial adviser in long-term planning for retirement. The resulting Redefining Retirement report showed that people who set themselves a target and saw an adviser regularly had a 53% increase in retirement income.
In fact, 90% of people who see a financial adviser on a regular basis feel the advice has benefited them.
We believe that the best way for you to achieve your goals is by establishing a long-term relationship between you, your financial adviser and Old Mutual Wealth. Working together, we can each play a role in helping you to achieve prosperity.
Here’s how it works:
To get the best results, it’s important to give your financial adviser as much information as possible. The more detail they have, the better they will be equipped to recommend a solution that’s right for you.
Once your adviser makes a recommendation, you should make sure you fully understand what you’re entering into. Read everything you are given and, if there’s anything you’re unsure about, ask your adviser the question. It’s what they’re there for.
Your financial adviser
Your financial adviser is there to build a long-term financial planning relationship with you. They will begin by having a detailed discussion with you about your current circumstances, what you want to achieve and your attitude to taking risks in return for potential rewards. They will then be able to recommend solutions that accurately match those criteria.
Once you’ve agreed a course of action with them and they’ve set up your product or portfolio, they can monitor its performance over time, giving you regular updates and recommending changes as and when necessary.
All financial advisers are qualified and regulated, to ensure the highest standards of professionalism.
Old Mutual Wealth
We provide tools to help you and your adviser to accurately assess your attitude to risk. Then we give them access to the investment and protection products they need to create a portfolio that can meet your financial objectives.
Throughout the relationship, we also provide the services and capability for you and your adviser to monitor, manage and adapt your portfolio in line with your changing needs over time.
Find a financial adviser
If you don't have a financial adviser, and you need help or advice on your Old Mutual Wealth products, our online search tool can help you find an adviser in your local area who is registered to do business with us. Just enter your town or postcode below and our search tool will show you a list of nearby advisers who could help.