Old Mutual Unit Trusts Group Solution (Group Solution) provides businesses with a simple and an efficient way to offer employees an attractive salary package, including tax-deductible retirement benefits, tailored
to meet their individual savings and investment needs.
This simple, user-friendly web-based administrative platform is available at no cost to your company and requires minimal administration. Via this platform you can offer your staff the option of making monthly
investments in an Old Mutual Unit Trusts Retirement Annuity Fund (OMUTRAF) investment portfolio, a standard portfolio of unit trusts, or both. Contributions are made before their salaries are paid into their bank
accounts, and in the case of OMUTRAF, are tax-deductible within legislated limits.
As the employer your only responsibility is adding staff to the platform and effecting the bulk monthly electronic fund transfer; your employees are the owners of their investments, and are responsible for the
management of their individual accounts.
For more details about the many benefits of Group Solution, please read the brochure and technical document.
Read more about investing in Old Mutual’s unit trusts, and the features and benefits of Old Mutual Unit Trusts Retirement Annuity Fund, in the Product section of this website.
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