Investing in a retirement annuity is a smart way to help you secure for your financial future.
Your future wealth depends on how you manage the money you earn today. Make a wise choice, invest in a retirement annuity.
You get
tax back
Your investment growth is tax free.
Benefit from compound growth
Secure your future income
Use the 5 steps below to secure you and your family's financial future.
See how much tax you could get back
Get tax back on your investment.
See how much tax you could receive back each year by contributing regularly to your retirement annuity.
Did you know?
SARS offers you money back for investing in a retirement annuity!
This means that you will get a tax refund every year or pay less tax, based on your income and retirement annuity contributions. Use this Tax Back Calculator to discover your potential savings and download the comprehensive report to share with your financial adviser.
Benefit from compound growth
Discover how much your investments can grow when you contribute to a retirement annuity.
Compound growth is when the money you save earns interest, and then that interest also starts earning interest. The longer you save, the more your money grows.
Use our Retirement Annuity calculator to see how your investment will grow. Download the comprehensive report to review or share with your financial adviser.
Work out your income at retirement
Discover how much monthly income you can expect to receive at retirement.
A retirement annuity helps you save for future income, ensuring you receive a regular income when you stop working. Contribute consistently, let your money grow, and enjoy a sustainable income in retirement.
Use our Income Annuity calculator to see the income you can expect at retirement.
Download the comprehensive report to review or share with your financial adviser.
Plan and find the money
See how much you can save in your budget through small behaviour changes.
The Pay Yourself First calculator will guide you towards saving money on daily and monthly expenses such as food, energy, fuel and entertainment.
Use the Pay Yourself First calculator to find extra money in your budget.
Download the comprehensive report to review or share with your financial adviser.
Take action today!
Knowing how much tax you will get back and how compound growth boosts your retirement annuity is great, but the most important step is to take action today.
Talk to your financial adviser or purchase a retirement annuity online now!
Calculators
Tax Back Calculator
See how much tax you can get back every year if you contribute regularly to your retirement annuity.
Retirement Annuity Calculator
See how your money will grow over time with the power of compound growth.
Income Annuity Calculator
See what income your savings will give you during retirement.
Pay Yourself First Calculator
Find extra money in your budget. By making small sacrifices, see how you can invest more into your future wealth.
Protect your retirement savings
Protect your financial future, as well as that of your family's, with life and disability insurance.
It's not just about saving money.
It's about investing in the future. For you, and your family.
For help call 0860 66 66 59
Retirement Calculators
For help call 0860 66 66 59
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It is important to save for your retirement, but it's equally important to protect your savings. Our life and disability insurance options ensure that you can still achieve your savings goals if anything happens to you. Ask your adviser about the right life and disability insurance for you and your family, or find out more here.
More rewards on your way to secure your future wealth!
Old Mutual Rewards is a free-to-join financial wellness programme designed to partner with you on your journey towards your future wealth.
LEARN AND EARN: Earn points for learning how to take control of your finances using our online financial education content, online assessments, Rewards calculators and tools.
GET MORE: Your Rewards tier determines the rate at which you earn points and other discounted benefits. You can earn a percentage of your premiums on qualifying products in Rewards points monthly.
GET REWARDED: Redeem your points with our partners or save them for the future. Buy groceries and fuel, watch a movie, treat the family to a meal, or even donate your points to a charity.
There are many more ways to earn points:
Speaking to an adviser: 100 points
Referring a friend: 100 points
Completing online courses: 50 points
Using financial calculators: 20 points
Requesting a credit report: 100 points
Completing a survey: 50 points
It's free and anybody can join. Register today.
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