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Old Mutual Wealth launches ‘IncomeSelect’


Old Mutual Wealth has launched its new retirement planning offering IncomeSelect, which comprises an income planning tool, the new multi-asset Generation funds from OMGI, and a flexible pension product, the CRA.

According to Old Mutual Wealth, IncomeSelect is designed to allow advisers to deliver robust, scalable yet tailored retirement advice to their clients in the increasingly changing world of retirement income planning. The firm says that retirement outcomes are no longer binary and advisers are now creating unique retirement strategies to meet the bespoke needs of each of their clients. 

Adrian Walker (pictured), retirement planning manager, Old Mutual Wealth, says: "Income planning in the retirement arena has become increasingly complex as the way in which clients are viewing the whole retirement journey is changing. We understand that advisers need to demonstrate the options available to their clients clearly both initially and in a consistent way when regularly reviewing future plans.
"By bringing the entire planning journey, including tools, functionality and products, together in this way we are enabling advisers to focus on what they do best, advising their clients.
"Individually, the elements that go to make up IncomeSelect are impressive. By combining an innovative income planning tool, investment funds designed for the at-retirement market, and a pension product with the most flexible suite of income and legacy options in the market, we hope will really make a difference for financial advisers and their clients in the delivery of bespoke retirement solutions."

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