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Advice Investments Wealth management

Goal 2: Enable secure futures

Our commitments:

  • Enable all colleagues to thrive in work and fulfil their potential
  • Empower customers to be more engaged in their financial future
  • Help people in the community overcome barriers to prosperity

We aim to help people have a more secure future by ensuring that our products and services continue to meet customers' changing needs, and by making it easier for people to make informed choices; including those who are most vulnerable. We also enable secure financial futures by helping people - colleagues and communities - to thrive in work. Financial security is incredibly important to people’s peace of mind and overall wellbeing, yet millions aren’t as prepared as they could be to meet their long-term financial needs.

Key facts

52% of UK adults never or rarely talk to friends about money*.

50% of all our UK consumers are potentially vulnerable financially**.

2018 Responsible Business Report

We are a leading wealth management business, helping to create prosperity for the generations of today and tomorrow.


Sound and insightful financial advice

Supporting customers

Creating opportunities to earn

* Old Mutual Wealth Research
** Financial Lives Survey , FCA, 2017