By continuing to use this site you consent to the use of cookies on your device as described in our cookie policy unless you have disabled them. You can change your cookie settings at any time but parts of our site will not function correctly without them.
Old Mutual Wealth
For financial advisers only
  1. Old Mutual Wealth Help Centre
  2. Questions & answers
  3. Instant answers to advisers' most common questions

Instant answers to advisers' most common questions

question

  • Where can I view the expression of wish that was previously recorded against my client’s CRA?
    If you have previously sent us an expression of wish form for your client’s CRA, this will not ap... December 11, 2020 16:00
  • Pension withdrawals for Christmas
    Our new platform technology brings you even more flexibility and choice for your pension clients.... December 03, 2020 14:47
  • How can I ensure I’m using the right literature and tools?
    All the literature for the new platform can be found on the Adviser Support Hub and our website. ... December 02, 2020 09:58
  • What’s happened to the screen formatting in Internet Explorer and Microsoft Edge?
    Our original platform was only accessible via the Internet Explorer or Microsoft Edge browsers, a... December 02, 2020 09:45
  • How can I log in to the new platform?
    Before you first log in to the new platform you will need to activate your new login credentials.... December 01, 2020 16:41
  • Will you still accept old forms designed for your previous system?
    You should now be using our new forms, which are available on the literature library. If you alre... December 03, 2020 19:07
  • How do I switch a client’s assets?
    It is important when switching assets or rebalancing your portfolios that you follow the most app... December 01, 2020 15:58
  • What are Old Mutual Wealth’s new bank details?
    Whenever you make payments of client money to us, please ensure you make payment to the appropria... December 16, 2020 10:44
  • How do I add money or amend regular contributions?
    We have created a step-by-step summary which explains how to add additional money (top-up or lump... December 03, 2020 12:54
  • Can I still access my last fee statement on the original platform?
    Yes. You can still login to our original platform, using your old login details, and then access ... December 03, 2020 12:55
  • How do I find my client’s new account number(s)?
    Your clients will receive their new account numbers on their first statement from the new system.... December 03, 2020 12:52
If you are not a financial adviser then please visit our customer hub Visit the Customer Hub
Legal
  • Legal And Regulatory
  • Privacy and Cookie policy
  • Terms Of Use
Further Information
  • Accessibility
  • Other Quilter sites
Help
Help centre Contact us Ask a question Request a callback
Have a question? Most advisers are seeking answers to these 3 questions
If you haven't found what you're looking for, please contact us or ask a question.
Waiting times Consider other options when call waiting times are high such as searching for your question. 0808 1712605 or