What is Old Mutual Platinum Pension 2003?
Old Mutual’s range of annuity portfolios offers our pensioners a combination of reliable monthly income supported by capital growth and protection. A with-profit annuity that pays a pension for life with increases that offset the effects of inflation and never decreases. Your yearly income will increase to help with the rising cost of living. Remember, though, that these increases depend on how investment markets perform.
- Old Mutual guarantees to pay the current pension for the rest of your lifetime, or as stated in your benefit certificate or contract. This means that the current level of pension you get will never be reduced.
- Your future increases will never be negative and once an increase has been granted (and your pension has been increased), it is added to the guaranteed income and can never be taken away.
- Your pension is backed by the considerable financial strength and reputation of Old Mutual, providing security and peace of mind.
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- Your pension savings are invested in a balanced portfolio consisting of growth assets and secure, long-term fixed-interest investments, so your income is secure and you may expect regular pension increases.
- The administration of your pension is managed by one of the largest annuity administration businesses in South Africa and you get a single point of service that deals with all your annuity-related queries.
- The investment portfolios underlying your Platinum Pension 2003 are managed by Old Mutual Investment Group (SA).
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As a trustee, you’re not just responsible for overseeing your members’ retirement fund, you also have a duty to help them make the right decision about where to invest their benefit.
If you are a pensioner invested in Old Mutual Annuity solutions - or you simply want to find out more about it then read the documents below.
- 2024 With-Profit Annuity Disclosure Report
- 2023 With-Profit Annuity Disclosure Report
- 2022 With-Profit Annuity Disclosure Report
- 2021 With-Profit Annuity Disclosure Report
- 2020 With-Profit Annuity Disclosure Report
- 2019 With Profit Annuities Disclosure Report
- 2018 With Profit Annuities Disclosure Report
- Principles and Practices of Financial Management
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