Standalone Retirement
Fund AdministrationTargeted retirement fund administration designed specifically
for large institutional standalone funds.

How it works

Old Mutual Corporate contracts directly with your fund and retains full responsibility for all regulatory and statutory obligations under the Pension Funds Act and applicable Joint Standards.

Day-to-day Section 13B administration services are provided through an outsourcing agreement with Ensimini Administration Services (Pty) Ltd, a licensed specialist administrator with an established operational track record. Ensimini has been carefully selected as a specialist and highly-skilled service provider and operates within a tightly governed outsourcing framework that we oversee. This framework includes defined service levels, clear reporting obligations, audit rights and comprehensive risk management measures.

What our standalone administration capability delivers
  • Institutional scale and accountability - Old Mutual Corporate is your contracting party and carries full regulatory accountability. Your fund gets the assurance of working with a leading and established institutional provider.
  • Specialist, technology-enabled administration - Delivered via the Everest platform, a world-class integrated system built specifically for large, complex fund arrangements. Everest handles end-to-end administration processes and integrates seamlessly with banks, investment platforms, SARS, and payroll systems.
  • Transparent governance - Defined service levels, audit rights, escalation protocols, comprehensive risk management, and clear exit provisions ensure you maintain full oversight and control.
  • Meaningful transformation - Old Mutual is a fully transformed institution that outsources to numerous Black-owned and managed specialist service providers across the employee benefits spectrum. This operating model supports genuine industry transformation while maintaining the institutional standards and accountability your fund requires.

In addition, your members get access to Old Mutual's full integrated Employee Benefits ecosystem: financial education through Moneyversity+ (90 000+ users, 11 million views), digital estate planning tools, and retirement benefits counselling.