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: More than just a number: claims
Oct 9, 2019
The number of claims we pay is important to us because we want to pay as many as we can. But a claim is far more than just a payment which is why we have an experienced team of claims professionals who treat customers with empathy. more...
Protection: Ensuring good customer outcomes: pre-application checklist
Oct 7, 2019
Speaking to an underwriter to get an indicative decision ahead of a protection application means both you and your client are fully informed, ensuring a better experience. Our new checklist helps you gather the basic information you’ll need. more...
Old Mutual Wealth: How to spot a criminal posing as your client
Jun 24, 2019
Impersonation fraud, where a criminal hacks into an email account and poses as a client to request the withdrawal of funds, is increasingly common. In the first six months of 2018 alone there were 3,866 reported cases of impersonation scams in the UK. more...
Immediate cover – independent study finds that Old Mutual Wealth’s protect is a stand out product
Jun 21, 2019
You’ll no doubt be aware of the terrible consequences losing a key person or shareholder through death or illness could have on your business owning clients. Once you have established the need for protection, it is important to mitigate these risks quickly by obtaining immediate cover. more...
Old Mutual Wealth: How do you make sure your client’s pension meets their income needs?
Jun 21, 2019
Take three minutes to watch our latest Collective Retirement Account video where Ian Browne, pension expert, talks about how to tailor your client’s pension and make strategic alterations so that it stays up to date and on track with their requirements. 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.