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Old Mutual Wealth
For financial advisers only
  1. Old Mutual Wealth Help Centre
  2. Questions & answers
  3. Questions & answers

Questions & answers

  • Flexi ISA
    How does flexi-ISA functionality work? What is the maximum amount that can be withdrawn from an I... November 20, 2020 12:36
  • Our new technology and migration of your clients’ investments
    Why are you upgrading your technology platform? Will all advisers be moved to your new technology... December 01, 2020 14:13
  • Preparing for migration and accessing the new system
    Can I use the same login to access the new technology platform? Will I have the same level of acc... December 01, 2020 14:00
  • Your clients’ access to the online Customer Centre
    Will my clients be able to use their existing login details for the online Customer Centre? How c... December 01, 2020 14:02
  • Your clients’ investments, account numbers, and income payments
    Will my clients income payments continue as normal? Will my clients be given new account numbers?... December 11, 2020 16:28
  • Statements, Contract Notes and Terms and Conditions
    Why does my client’s statement only show some of their accounts? Will my clients receive new Term... December 01, 2020 14:13
  • Adviser Fees, Commission and Old Mutual Wealth Charges
    Why am I receiving two fee and commission payments from you? Will there be any changes to your ch... December 16, 2020 09:18
  • Model portfolios
    Will my existing model portfolios be migrated over to the new system? When I edit my model portfo... January 14, 2021 16:34
  • Illustrations
    Will I still need to contact you to get some illustrations? Is it going to be easy to produce a '... January 11, 2021 09:49
  • Transactions on your clients’ accounts
    Why am I seeing a ‘life fund tax charge’ (LFTC) on my client’s account? My client’s transaction h... September 07, 2020 15:06
  • Uscan
    What types of Uscan reports are available? What enhancements have you made to Uscan? Are there an... December 21, 2020 15:00
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