Features
Find out all about our new technology platform and what it will bring to your business.
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Family Linking Your chance to offer more value to your clients Family Linking is a multi-family member discount. You can add value f...
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Our new technology platform We've listened to adviser feedback to create a new technology platform that's quicker, easier and smarter for you to ...
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Flexible withdrawals Withdrawals are more convenient for your clients and much easier for you to set up and manage on our new platform. C...
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Straightforward cash management Our new platform is equipped with a modern cash account in each of our tax wrappers to give you more control and flex...
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Ten ways our new technology platform can save you time and money Our new technology platform puts more of our application and account management processes online, helping you to: In...
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Paper processes When will you need to send us a form? The new technology platform allows the majority of our applications and account...
Products & investments
Find out about how our products are changing and the enhancement to our investment range
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Enhancements to the Collective Investment Bond We have made several enhancements to the Collective Investment Bond (CIB) to give your clients more flexibility and g...
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Key product enhancements We have made a number of enhancements to our platform technology that will give you more choice, convenience and cont...
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Your new range of exchange traded funds & investment trusts We already offer you access to over 1,700 OEICs and unit trusts, just under 80% of which are at the best available p...
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Collective Retirement Account (CRA) Even more flexibility from a market leading pension. We will continue to have one pension wrapper -...
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Interest Rates on Cash What is the cash account facility? Our ISA, Junior ISA (JISA), Collective Investment Account (CIA) and Collective Ret...
Managing clients and accounts
The key things you need to know around how to set up and manage your clients and their investments on our new technology platform
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Important update for advisers migrated in February and November 2020 We have just reset the Adviser Support Hub homepage, so that it’s tailored for advisers who will be in our final migr...
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Adviser-led online Customer Centre account activation More and more advisers like you are encouraging their clients to activate their Old Mutual Wealth online accounts, ju...
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Re-registration of assets One significant enhancement to the Collective Retirement Account (CRA) is the ability to transfer assets in specie by...
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Investment Committee discussion points - for firms who run model portfolios As we approach migration, there are some important things to discuss in your upcoming investment committee meetings, ...
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Model portfolio rebalancing options Our switching and portfolio rebalancing options have been improved to give you full control over your clients’ invest...
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Guide to income tax on the Collective Retirement Account Old Mutual Wealth acts as an agent of the HM Revenue and Customs (HMRC) and collects tax from your clients’ withdrawa...
Tools & reporting
See what improvements we are making to the tools we offer and how they can help your business efficiency
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Cookie notice What are cookies? Cookies are small pieces of data that websites store on your browser when you visit them. They are ...
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New statement dates and migration Today we issue all statements on a quarterly basis (January, April, July and October). Our new approach will see your...
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Smarter client reporting with Uscan Preparing for client reviews is now easier! Popular with the adviser community, our Uscan tool is used to produce ove...
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New Transfer Tracker Our new Transfer Tracker allows you to easily keep track of all transfers in to Old Mutual Wealth, meaning you can no...
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CGT (capital gains tax) tool Our NEW CGT reporting tool is now more user-friendly and gives you even more options when delivering valuable tax pla...
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WealthSelect Managed Portfolio Service After the move to our new technology, the WealthSelect Managed Portfolio Service (MPS) will be accessible through its...
The online Customer Centre
Find out how is the online service for your clients will be changing and the new features it offers