Solutions At
RetirementHelping members transition into retirement by 
providing them with a range of annuity (income) choices.

What are Old Mutual SuperFund Solutions At Retirement?

As a member, you’ve already taken important steps towards enjoying a financially comfortable retirement. Saving is only one half of any successful retirement journey. Equally important is making the right decision about where to invest your savings when you reach retirement. Old Mutual SuperFund Solutions At Retirement offers you three annuity options that have been selected by the Old Mutual SuperFund Management Board.
What's in it for you?

The Old Mutual SuperFund Solutions At Retirement range consists of three at-retirement investment solutions - Fund Select Annuity, Max Income Living Annuity, and the SuperFund Living Annuity. To make sure the range meets the needs of most members, each annuity works slightly differently - but all are designed to give you the reliable pension income you need.

Please read the SuperFund Solutions at Retirement brochure and watch the video below to understand the difference between a Life Annuity and a Living Annuity, as well as your options through SuperFund Solutions at Retirement.

A man wearing jeans and a blue shirt sits in an orange chair with a laptop resting on his lap.Useful documents to help you decideA man with a beard and wearing a pink shirt and gray cardigan holds a tablet in both hands.Key Focus Areas

We have identified focus areas when it comes to your needs

Want to know more about the Life Annuity – Fund Select Annuity?

This life annuity pays the pensioner a guaranteed monthly income for the rest of their life. Depending on various factors, including how well the market performs, they may receive a yearly pension increase, which will then also be guaranteed for life and will never be taken away. We have included some useful documents that will help you understand Fund Select Annuity better.

A man wearing a light coloured suit jacket carries a cup of coffee walking to a meeting.Living Annuity Options

These living annuities allow the retiree to choose which investment portfolio their retirement fund savings are invested into, and what percentage of their total invested amount will get paid to them as an income. Unlike Fund Select Annuity, there is no guarantee that this income in retirement will continue for the rest of their life. We have included some useful documents that will help you understand Max Living Annuity and SuperFund Living Annuity better.

Want to know more about the Max Living Annuity and SuperFund Living Annuity?

Two ladies looking at material swatchesNot ready to retire

If you are an Old Mutual SuperFund member who will soon be retiring from your employer, but you are not ready to buy an annuity with your retirement fund savings just yet, the Old Mutual Deferred Retirement option may be right for you. It allows you to keep your retirement fund savings invested and growing in the fund after you leave your employer

A man not yet ready to draw on his retirement savings works n a wheel at his home workshop.Want to know more about your solutions?Contact your Old Mutual SuperFund Retirement Benefits Counsellor for free information and guidance via email: superfundannuity@oldmutual.com or call 021 503 0069.

For Advice contact your personal financial adviser or your HR department for your employer fund intermediary details.

    An annuity is a regular income you receive during your retirement years. The annuity is provided through products that then pay a regular income.

    The Old Mutual SuperFund Management Board has selected three annuity options for Old Mutual SuperFund members. These are the Old Mutual Fund Select Annuity (which is a conventional annuity), the Old Mutual Max Income Living Annuity (which is an out-of-fund living annuity), and the Old Mutual SuperFund Living Annuity (which is an in-fund living annuity).

    That will depend on your living costs, dependants, lifestyle preferences and the amount of money you have at retirement to buy an annuity. While Old Mutual’s Retirement Benefits Counsellors (RBC) can offer you guidance on your choices, you should also speak to a financial adviser if you want a complete needs analysis and detailed advice.