All the literature for the new platform can be found on the Adviser Support Hub and our website.
Please also make sure that you are using the correct links for other tools such as our online processing tool, PROMPT.
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Answers in this section
- Where can I view the expression of wish that was previously recorded against my client’s CRA?
- Pension withdrawals for Christmas
- How can I ensure I’m using the right literature and tools?
- What’s happened to the screen formatting in Internet Explorer and Microsoft Edge?
- How can I log in to the new platform?
- Will you still accept old forms designed for your previous system?
- How do I switch a client’s assets?
- What are Old Mutual Wealth’s new bank details?
- How do I add money or amend regular contributions?
- Can I still access my last fee statement on the original platform?