Old Mutual Savings & Investment Monitor

Know Better, Do Better

National Savings Month is in July each year and we are proud of our efforts to support the national drive to strengthen South Africa’s savings culture. The improvement of savings in our country is one of the major social-economic challenges facing us as a society. As a market leader, Old Mutual remains committed to provide expert financial advice and innovative solutions to our customers. In times of economic uncertainty, it’s important for people to seek trustworthy guidance, and to be equipped with the appropriate advice and tools to help them realise their goals and dreams.

View the 2017 Old Mutual Savings & Investment Monitor (presentation)
View the 2017 Key Savings & Investment Trends (presentation)
Media release: Old Mutual survey shows South Africans starting to manage debt better 
Media release: Stagnant economy drives South Africans to work multiple jobs and become entrepreneurs
View the Macro Economic view of the South African savings landscape (presentation)
Media release: Empower yourselves now to avoid retirement cliff, Old Mutual urges South Africans
Article: SA's slow growth will make it harder to save, warns economist (Fin24)
Article: SA's gross rate of saving at shocking 3% (Fin24)

THE GREAT SAVINGS SIGN UP

We've learned 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 R200/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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