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: We are well prepared to keep providing a service to you & your clients
Mar 18, 2020
In these unprecedented times, your own health and that of family and friends will clearly be your number one focus. We also know that life and business must go on and we are working hard to ensure our services continue to meet your expectations. I’d like to briefly explain what we’re doing to maintain our high service standards. more...
Old Mutual Wealth: Spring 2020 budget summary
Mar 12, 2020
Rishi Sunak’s first Budget took place against the backdrop of the global outbreak of COVID-19. Not surprisingly the UK’s response to this was the initial focus – providing some much needed short term financial measures in the current uncertainty, from ensuring the NHS has sufficient budget to cope, to extending statutory sick pay rules that affect millions of workers. more...
Old Mutual Wealth: PENSION: Annual allowance excess tax charges and scheme pays Thursday 30 January 2020 at 10am
Jan 24, 2020
An increasing number of people’s retirement plans are being affected by the tax law. There is a lot of confusion and concern amongst clients. more...
Old Mutual Wealth: Have you ever had a joint life application declined because one client's health makes them uninsurable?
Nov 18, 2019
If the plan was on a last death basis for IHT planning, that probably left you with a dilemma: how do you ensure the money is paid out to the beneficiaries at the correct time? 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.