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Retirement Funding

Retirement annuities are an ideal way to save for your retirement because your contributions are tax deductible - within limits - and you cannot access your capital before you retire. Old Mutual offers retirement annuities as well as two preservation funds. Preservation funds are an ideal place to park the proceeds of your employer's pension or provident fund should you resign or be retrenched. Take a look at a few of our solutions which can help you structure your retirement funding. If you prefer to acquire sound financial advice then please provide us with some details and an Old Mutual Personal Financial Adviser will contact you.

  • Max Investments

    • R250/month.
    • Access to funds after 10 years.
    • Switch between funds.
    • Flexible or fixed payment options.
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  • Fairbairn Retirement Annuity

    • Invest R10 000.
    • Access funds after age 55.
    • Switch between funds.
    • Buy online or via adviser.
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  • Investment Frontiers Portfolio

    • R5 000/month.
    • Access funds after age 55.
    • Spread risk across markets.
    • Buy via adviser only.
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  • Unit Trusts Retirement Annuity

    • R500/month.
    • Access funds after age 55.
    • Switch between funds.
    • Buy direct or via adviser.
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  • Fairbairn Preservation Fund

    • Invest R50 000.
    • Invest pension fund proceeds.
    • Invest in up to 10 funds.
    • Buy online or via adviser.
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  • Protektor Preservation Fund

    • Invest R6 000.
    • Invest pension fund proceeds.
    • One withdrawal allowed.
    • Buy via adviser only.
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  • Retirement Plan

    • R270/month.
    • Investors can be 54 or younger.
    • No medical required.
    • Choice of investment terms.
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