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Old Mutual Wealth
For financial advisers only
  1. Old Mutual Wealth Help Centre
  2. What's new?
  3. Managing clients and accounts

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

  • 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 ... January 08, 2021 11:30
  • Adviser-led online Customer Centre account activation
    More and more advisers like you are encouraging their clients to activate their Old Mutual Wealth... December 22, 2020 08:19
  • Re-registration of assets
    One significant enhancement to the Collective Retirement Account (CRA) is the ability to transfer... November 27, 2020 16:18
  • 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 ... October 17, 2020 13:45
  • Model portfolio rebalancing options
    Our switching and portfolio rebalancing options have been improved to give you full control over ... October 08, 2020 10:08
  • 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 you... October 17, 2020 13:45
  • Cut-off and dealing points
    When we receive instructions to buy or sell assets they are usually processed on the day of recei... November 30, 2020 11:48
  • Correspondence to your clients from the new system
    Where possible we have tried to make correspondence we send to your clients from the new platform... December 11, 2020 11:57
  • Setting up new clients
    Our new technology is designed to make bringing a client onto the system as easy as possible, thr... April 24, 2020 08:39
  • The new 'Head Account' structure
    Understanding the new ‘Head Account’ structure Our new technology has been designed to link your ... January 20, 2021 11:04
  • New business and top-ups
    Our technology upgrade makes it quicker and more efficient than ever before to create quotes and ... April 24, 2020 08:39
  • Switching
    Our switching and rebalancing options have been improved to give you full control over your clien... December 01, 2020 10:26
  • Flexible model portfolios
    We have improved the way model portfolios run on our system to make it easier for you to control ... October 22, 2020 14:31
  • Changes to automatic rebalancing
    Automatic rebalancing will now operate at model portfolio level, rather than account level, and y... December 06, 2019 08:15
  • Our new bank details
    Whenever you make payments of client money to us, please ensure you make payment to the appropria... January 05, 2021 21:49
  • Executing your trading instructions
    Regulations introduced in January 2018, under the Markets In Financial Instruments Directive II (... March 31, 2020 16:13
  • Important information for discretionary investment managers
    Our new technology platform makes it easier for you to provide discretionary services to a wide r... November 24, 2020 15:55
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