Get invested. Stay investedAllows retiring employees to stay
invested in Old Mutual SuperFund.

What is the Old Mutual SuperFund Deferred Retirement?

Old Mutual SuperFund allows retired members to continue their membership even though they have retired from their employer. This means that you are no longer forced to retire from the Fund when you still have other sources of income and don’t need your retirement benefit yet. Old Mutual SuperFund Deferred Retirement provides you with the option to keep your retirement savings invested, protected and growing while you decide on a more appropriate time to access your retirement benefit.
How does SuperFund Deferred Retirement work?

If you are an Old Mutual SuperFund member and you want to make use of the Old Mutual SuperFund Deferred Retirement facility, all you need to do is inform your employer, payroll administrator, or HR representative that you are choosing Deferred Retirement membership. From there, the process is easy, automatic and seamless. On retirement from your employer, the balance of your SuperFund retirement savings will be transferred to the Old Mutual SuperFund Deferred Retirement.

Friends sharing a jokeWhat's in it for me?
  • Get your retirement plan back on track. Postponing your retirement from Old Mutual SuperFund will give your savings the extra boost needed for a more comfortable retirement.
  • You are not forced to take your retirement benefit. You can postpone the payment of your retirement benefit to when you want to and have considered all your options.
  • You remain invested in a cost-effective solution. You benefit from low administration fees and institutional investment management fees.
Woman taking notes
Why choose Old Mutual SuperFund Deferred Retirement?Some of the benefits that you could enjoy by deferring your retirement include:
SEE YOUR OPTIONS WHEN LEAVING YOUR EMPLOYERWant an explanation of your options when leaving your SuperFund participating employer due retirement.Want to know more about Old Mutual SuperFund Deferred Retirement?

Here we answer your questions about the SuperFund Deferred Retirement but if you want to speak to a consultant don't hesitate to call 021 503 0069 or 0860 388 873. You can also email superfundannuity@oldmutual.com.

    If you are an Old Mutual SuperFund member and you want to make use of the Old Mutual SuperFund Deferred Retirement facility, all you need to do is inform you employer, payroll administrator, or HR representative that you are choosing Deferred Retirement membership.

    From there, the process is easy, automatic and seamless. On retirement from your employer, the balance of your SuperFund retirement savings will be transferred to the Old Mutual SuperFund Deferred Retirement facility where they will stay invested in the same SuperFund investment portfolio that they were in while you were an employee.

    If you were invested in the Old Mutual SuperFund Customised Option you will have 60 days from the date you start your Old Mutual SuperFund Deferred Retirement membership to submit an Investment Change Form, informing us of your investment choice. If you don’t do this, your retirement savings will be switched to the Trustee elected default investment portfolio after 60 days. You can always switch out of this at a later stage. Download the Investment Change Form from the Forms page.

    For more information on the investment options available to you as a deferred retirement member, please read our Deferred Retirement Fund brochure.

    If you are a member:

    • Call 0860 38 88 73 for help making decisions
    • Call 0860 20 30 40 for service-related queries
    • Call 0860 INVEST (468 378) for financial advice

    For employers and intermediaries:

    • Call your Area Consultant for new investments, accreditation, or financial advice
    • Call 0860 00 90 07 for Payroll Data assistance
    • Call 0860 20 30 40 for service-related enquiries

    Or email our Corporate Sales Team