Old Mutual Wealth – Technology Upgrade

We would like to make our Wealth Management clients aware that the Old Mutual Wealth Platform is being upgraded later this autumn.

This will improve your investment choice and flexibility, cut down the amount of paperwork required for transactions and enhance the customer centre so you can retrieve information about your investments more easily.

You will receive written notification directly from Old Mutual Wealth in due course which will confirm the dates of the upgrade and what will happen.  During the upgrade there will be a short four day period when you will not have access to any information about your investments or be able to make any new transactions. Existing transactions will be unaffected.

This Old Mutual Wealth brochure should answer any queries you may have. However, do not hesitate to get in touch with us if you have any questions or concerns about this process.

Back to News


Coronavirus/COVID-19: Summary of Finance and Business Measures – last updated 25 January

This article summarises the business support measures the UK and Scottish governments, along with other NGBs and organisations have introduced as a result of the COVID-19 outbreak. Last updated 25 January: Local Restrictions Support Grants and Closed Businesses Lockdown Payments (England only) Updated with details of grants available during the national restriction period from 5 […]


Global Markets Performance Update – Quarter 4 2020

Overview Global equity markets continued to rally Value stocks had their best quarter since 2009 The impact of vaccine announcements overshadowed those of further lockdown measures Low returns on government bonds expected to continue. Equities Following last quarter’s rebound, equity markets continued to rally in the fourth quarter of 2020. In spite of government action […]