Old Mutual Savings & Investment Monitor

Know Better, Do Better

July is Savings Month every year and we are proud supporters of the national drive to strengthen South Africa’s savings culture.

Improving our savings is one of the major social-economic challenges facing us as a society. As a leader in financial services, Old Mutual is committed to encouraging responsible savings and investment habits, and providing expert financial advice and innovative solutions to our customers. In times of economic uncertainty, it’s important for people to seek guidance they can trust, and to be equipped with knowledge and tools that will help them realise their goals and dreams.

  • We are once again joining forces with the South African Savings Institute (SASI) to raise awareness about the importance of financial planning, savings and investments. Read more about why Old Mutual adds its support to National Savings Month.
  • SA economic growth depends on increased levels of household savings: Press Release | Presentation
  • Old Mutual 2016 Savings and Investment Monitor shows increase in impact of debt on South African lifestyles: Press Release | Presentation

THE GREAT SAVINGS SIGN UP

We’ve learnt a lot from interviewing thousands of South African professionals since the Old Mutual Saving & Investment Monitor launched in 2009. We get you and we get your financial needs and with our innovative solutions we’ll be there with you every step of the way. Join the great savings sign up by speaking to an Old Mutual financial advisor or a broker today. Here are 3 savings solutions to get you started.

TAX FREE PLAN

From R150/month, this investment plan gives you access to your money, offers payment flexibility without any penalties and is completely tax free.
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UNIT TRUSTS

For a minimum of R500/month, unit trusts offer an incredibly flexible investment option with access to funds and no contractual term.
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2-in-one savings

From R150/month, this solution gives you 2 savings pockets to encourage you to save while simultaneously catering for an emergency fund.
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Tools and Media

collaboration

Collaboration

Old Mutual has partnered with various organisations and media groups to extend the savings message.
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Tools-calculators

Tools & Calculators

A selection of useful tools and calculators to help with your financial planning.
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Media-centre

Media Centre

See the latest press releases, key findings and video interviews with the public.
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