Our new Transfer Tracker allows you to easily keep track of all transfers in to Old Mutual Wealth, meaning you can now:
- Spend less time making phone calls
- Immediately provide transfer updates to your clients
- Access transparent information on the status of a transfer
The tracker tool, found under ‘activities,’ allows you to view when an ISA, Pension or Collective Investment account transfer application has been received by us, requested from the ceding provider, and finally completed. Additional notes also provide you with further information on the transfer’s status.
The Transfer Tracker is the same tool our call centre agents use and always shows the latest available update on the transfer. This means there’s no need to call, as you will already have the latest transfer information.
Future developments with the Transfer Tracker will include a history of transfer updates, so you can see previous updates, as well as the very latest information.