Old Mutual Wealth is part of Quilter plc, a leading provider of advice, investments and wealth management both in the UK and internationally, managing £118.1 billion of investments on behalf of over 900,000 customers (as at 30 September 2018). Quilter plc is our group holding company and it listed on the London and Johannesburg stock exchanges on 25 June 2018.
In an ever-changing regulatory landscape, it’s crucial that financial advisers stay ahead of the game. We are here to give you all the support and technical expertise you need to help you maximise opportunities for your clients.
Our aim is to be your most trusted partner, providing time-saving tools, access to actively managed investment solutions and flexible, affordable product.
Literature & Support
Old Mutual Wealth: Protection Cover Continuation
Mar 15, 2019
If you take out a joint life policy that pays out when the first person becomes ill or dies, the policy will end when you receive the pay-out. This will leave the second person covered by the policy without any cover for the future. But does the pay-out mean they are financially secure for life? more...
Old Mutual Wealth: The benefits of power of attorney
Mar 15, 2019
A serious accident or an illness that requires a lengthy stay in hospital, even in intensive care, can have long lasting physical and financial effects, including an emotional impact on your client and their family. more...
Old Mutual Wealth: Carry forward and tapering. What are the key considerations?
Mar 7, 2019
I find the carry forward rules for the pensions allowance confusing, especially for clients who are subject to tapering. What are the key considerations? more...
Old Mutual Wealth: Shattering preconceptions and seeing offshore bonds in a new light
Mar 6, 2019
Many financial advisers have preconceived ideas when it comes to offshore bonds and the type of clients they may be suitable for. However, the changing landscape and new breed of bond solutions are opening up greater opportunities, helping build renewed interest and traction in this market. more...
Old Mutual Wealth: Isa Cashback offer 2018/19 – promotional support is on hand
Mar 1, 2019
Open to new and existing customers, we have a great ISA offer your clients can take advantage of in the run-up to tax year end. Running between 12 December 2018 and 31 July 2019, if your client transfers or re-registers an ISA (or several ISAs) worth £100,000 or more from another provider we will pay them a cashback amount of up to £1,000. more...
Create your own portfolios or benefit from our Managed Portfolio…
Through our market-leading Collective Retirement Account, and extensive pensions’ expertise, we’re here to help you put your clients firmly in control of what they want their retirement to be.
Quality cover comprehensive life and critical illness cover with unique, flexible options to increase, extend and reinstate cover, all with the support of our There for You services.