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For the 2016-17 tax year, you can invest up to £15,240 in a stocks & shares ISA.
For the 2017-18 tax year, this allowance increases to £20,000.
The security of your personal information is extremely important to us, so we will need to verify that it is actually you we are speaking to. It also helps us to answer your query much more efficiently if you have some details to hand.
We will generally require some personal information about you (eg your address), some information about your policy/plan and about your financial adviser, if you still have one.
If you have received a statement from us recently it might be a good idea to have that available when calling, if possible.
If you have registered for our Client Extranet you would have been asked some security questions at the time of registering. If you call the Customer Contact Centre with a query about our online services, we may need you to confirm the answers you input at that time.
To ensure you get through to the right team first time, please see our contact us page for more information.
From 6 April 2015, the government changed the rules on how you can use your pension savings in retirement and how you can pass on any remaining pension savings to your loved ones when you die. These changes are sometimes referred to as the new ‘pension freedoms’. Find out more about these changes and how they affect you.
We provide online access to PDFs of our literature, with information on our products and services. Visit our searchable literature library.
You can find a financial adviser local to you by visiting one of a number of websites online. We recommend the following independent sites:
www.aifa.net: presents a collected view of financial advisers
www.unbiased.co.uk: a portal for finding independent financial advisers
www.findanadviser.org: run by a professional body for financial advisers
Visit our web page find an adviser for more details.
If you have an ISA, CIA, CRA or CIB we will send you a statement every six months. We send the first half-yearly statements (including your annual tax voucher) from late April to early May, and the second set from the end of October to early November. We will post the statements to your home address unless you are signed up to our online Customer Centre in which case they will be available for you to view online.
If you have a pension with us and it is not a CRA, we will send you an annual statement.
We do not automatically send statements for any other accounts but if you would like regular statements, please telephone us on 0808 171 2626 and we can set them up for you.
You can change the funds in your account or bond online through our Online Customer Centre at any time. However, as all funds have different characteristics, we recommend you discuss your requirements and objectives with a financial adviser before proceeding, to ensure the funds you choose are appropriate for your circumstances.
Use this user guide to change your funds in the following schemes:
Old Mutual Wealth Life Assurance Accounts
Use this user guide to change your Old Mutual Wealth Life Assurance funds:
If you change your mind, you can delete an unprocessed instruction before the next deadline by selecting ‘review my instruction’ from the menu.
Registering for the online Customer Centre is quick and easy, you can sign up here.
Old Mutual Wealth's online client service (Customer Centre) enables you to view your Old Mutual Wealth investments all in one place. You can get up-to-date valuations and even switch funds online. For more information and to register to use the service visit our Customer Centre logon page
You can take money out of, or close, your account by completing a form and send sending it to us.
Click on one of the options below to get the appropriate closure/withdrawal form for your account.
Please note: You will normally receive the money in your bank account within six working days of when we receive and process your instruction.
How can I return the form?
You can scan and email your completed and signed form to firstname.lastname@example.org.
Alternatively, you can post it to us at the address below:
Old Mutual WealthOld Mutual HousePortland TerraceSouthamptonSO14 7AY
Please note: If you would like to withdraw less than £25,000 from an ISA and/or a CIA held in your sole name, you can call our Customer Contact Centre on 0808 171 2626 (between 8am-9pm, Monday-Friday). You will then be able to find out if you can do so over the phone without the need for a form.
If you have forgotten your password, enter your username, then click “Forgotten your password?”
If you need any help, please call us on free phone 0808 171 2626 and choose option 4.
Staying safe online is easy and straightforward if you apply some simple rules and stay up to date with the latest fraudster scams. For more information, visit www.getsafeonline.org.
If you have signed up to our online Customer Centre then you can log in and change your address on the system. Or your financial adviser can amend your details through their online access.
Alternatively if you would prefer to speak to us we can update your details over the phone. Please call us on freephone 0808 171 2626. If you want to update the address of a joint account, please ensure both account holders are available.
It’s easy to get a valuation on our Online Customer Centre.
Or you can call us on freephone 0808 171 2626 and choose option 1. We will need to ask you some security questions when you call, so it may help to have a recent statement to hand.
Alternatively, you can speak to your financial adviser who will be able to provide you with a valuation.
When you invest with us you can have peace of mind that your money is safeguarded. Old Mutual Wealth is a well-run, successful company with the backing of a large parent company and investments with us are covered by the Financial Services Compensation Scheme.
If you would like more information, this document provides details of how we protect your investments with us.
No, ISAs do not have to be included in your tax return to HMRC (HM Revenue & Customs). However, tax rules may change in the future.