Build up funds for things you can't afford right now by saving with Old Mutual's Investment Plan. Even a small monthly amount can become a really worthwhile capital sum - money towards buying a house, starting a business, or taking a holiday!
Features and Benefits
- Start saving from R150 a month now for a period of 10 years or more.
- No medical examination is required and there are no health questions to answer.
- One part withdrawal available in the first five years and then every five years thereafter.
- Old Mutual invests your money in its Smoothed Bonus Portfolio, which aims to deliver inflation-beating returns. With that goal in mind, bonuses are paid into your Plan to increase its value.
- Your monthly premiums will also be increased automatically each year. You have the choice to opt out of the annual increase in any given year if you can't afford the increased premium for that year. View an illustration of the effect of premium increases.
- With the Premium Holiday benefit, you can miss up to 6 monthly premiums without your policy being made paid-up. It is important that you speak to a client service consultant at our Client Service Centres if you need a Premium Holiday or are unable to continue paying your premiums.
- You qualify to invest in the Investment Plan if you’re a permanent resident of South Africa and at least 18 years of age.
Old Mutual's Investment Plan also gives you access to Family Support Services from independent service providers. Read more about what Family Support Services can help you.
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