NEW

UK PLATFORM

OLD MUTUAL WEALTH UK PLATFORM

INTRODUCING THE NEW OLD MUTUAL WEALTH UK PLATFORM

NEW

NEW

For financial advisers only

To find out more, visit: www.oldmutualwealth.co.uk/hub

NOW PROVIDING YOU WITH:

3 wider choice

3 greater convenience

3 and more control

Access to ETFs, ETCs and investment trusts.

Automatic upgrade to Flexi ISA, and a

new Junior ISA.

Refreshingly straightforward

cash management.

28 data-rich, time saving reports,

including fully upgraded Uscan reports.

Seamless access to discretionary

investment services.

Mix and match multiple investment strategies in one

account.Enhanced model portfolio capability, including smarter trading options.

New online capabilities such as transfer tracking and

‘Quick Quotes’ in under two minutes.

Improved online Customer Centre providing a richer

source of client information.

Instruct income and Direct Debit payments online

and choose from 1st - 28th of the month.

WHAT’S NEW? Discover what’s new and see how the new platform

technology will help you provide a quicker, more comprehensive service to your clients.

GUIDES & TRAINING We’ve made getting prepared easy and engaging,

with videos explaining the major enhancements and a suite of helpful ‘How do I?’ guides..

24/7 ONLINE SUPPORT Once you’re using the new platform technology,

our Adviser Support Hub is always one click away, with our online ‘Help’ button.

OLD MUTUAL WEALTH UK PLATFORM

VISIT YOUR ADVISER SUPPORT HUB TO FIND OUT WHAT YOU CAN ACHIEVE WITH OUR UPGRADED TECHNOLOGY WWW.OLDMUTUALWEALTH.CO.UK/HUB

The value of your client’s investments may fall as well as rise and they may not get back what they put in.Where we use the term ‘platform’ in this document, this means Old Mutual Wealth’s UK technology platform, which hosts collective investments and ISAs as well as bonds and pension products.

www.oldmutualwealth.co.uk

Please be aware that calls and electronic communications may be recorded for monitoring, regulatory and training purposes and records are available for at least five years.

Old Mutual Wealth is the trading name of Old Mutual Wealth Limited which provides an Individual Savings Account (ISA) and Collective Investment Account (CIA) and Old Mutual Wealth Life & Pensions Limited which provides a Collective Retirement Account (CRA) and Collective Investment Bond (CIB).

Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited are registered in England and Wales under numbers 1680071 and 4163431 respectively. Registered Office at Old Mutual House, Portland Terrace, Southampton SO14 7EJ, United Kingdom. Old Mutual Wealth Limited is authorised and regulated by the Financial Conduct Authority. Old Mutual Wealth Life & Pensions Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Their Financial Services register numbers are 165359 and 207977 respectively. VAT number 386 1301 59.

SK20186/219-1639/November 2020

ADVISER SUPPORT HUB: YOUR GO - TO PLACE FOR EVERYTHING YOU NEED TO KNOW

Help