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Oct 17, 2015 · Transferring out from Old Mutual's CRA. gettingyounger Posts: 3 Newbie. 17 October 2015 at 3:49PM. Hello, I have a pension with Old Mutual (a CRA via Club Finance). I have recently been informed that the pension is changing to a percentage charge (charge basis 3) and existing funds changed into clean funds in December.
Feb 5, 2019 · Pensionlite and Old Mutual Wealth. I had a review of my pension situation undertaken by Pensionlite in August 2017; off the back of their review report, transferred one of my existing pension pots to a fund with Old Mutual Wealth. That OMW fund has performed fairly badly since and I'm now considering my options.
Jan 2, 2016 · Old Mutual Wealth "collective Retirement Account". I took out a private pension plan 20 years ago with Skandia (now Old Mutual Wealth), paying a gross £70 pm. It has risen in value to approx £42k now, and I still make the monthly payments. I'm now 60 (married), and I retired last april, taking my four company pensions, which equate to around ...
Dec 2, 2014 · Fees are 3% to transfer funds, 0.75% annual fee (financial advisor), service charge 0.5%. I really haven't a clue whether this sounds like a good idea or not. Hi - need some help here! Trying to optimise savings in cash ISAs and thinking of transferring to Old mutual wealth self-select S+S ISA platform.
Apr 10, 2017 · old mutual collective retirement account. I am in the process of transferring out my DB pension. I am in discussions with my IFA regarding a number of investment options and Old Mutual Collective Retirement account - Cirilium balanced fund has been suggested amongst a number of option. I can read the info online but would be interested to hear ...
Apr 29, 2019 · 29 April 2019 at 5:47PM. Following a recommendation from an IFA in April 2016 my three pensions were consolidated into the Old Mutual Wealth Collective Retirement Account. At that time the total pot was £290,000,and it grew to £325,000 by December 2017. Since then it has gone down to £298,000 and continues to decrease, although the IFA does ...
Jun 21, 2020 · Robo vs IFA Managed Stocks & Shares ISA. belfastboy81 Posts: 3 Newbie. 21 June 2020 at 8:31PM. Hello, I've had a Stocks and Shares ISA with the Old Mutual Wealth platform for about 5 years. This was set up and managed by an IFA until earlier this year when the IFA's company was bought over by a larger firm and they decided that they were no ...
Sep 30, 2024 · Skandia Life & Pensions was bought in 2006 by Old Mutual. It rebranded to Old Mutual Wealth Life in 2014. When Old Mutual Wealth left the UK, they sold the life and pensions book to ReAssure. So, your history is missing a whole tranche of events. ReAssure only took on the active plans.
Dec 1, 2017 · For the benefit of others, Old Mutual in this respect is Old Mutual the fund house. Not Old Mutual Wealth, the platform. Old Mutual is demerging companies and withdrawing from the UK. Whilst Old Mutual Wealth is going to continue under a different brand, the in-house administration of Old Mutual ISAs is ending and they are transferring them to HL.
Dec 19, 2021 · jbuchanangb Posts: 1,333. 19 December 2021 at 11:00PM. « 1 2 3 ». Home › Savings & investments. My experience with Quilter (or Old Mutual Wealth as they used to be called) is that of opening a Stocks & Shares ISA and a Collective Investment Account (CIA) with them.
