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In order to deliver on its commitment to improve the retirement outcomes of all South Africans, Old Mutual recognises that it has to go beyond merely providing leading retirement products. These Old Mutual products need to also be supported by appropriate advice, education and communication - not just for the members themselves, but also for employers, trustees and all stakeholders in the country’s retirement industry.
Old Mutual Corporate Consultants was established to offer this level of unbiased, comprehensive advice to Old Mutual’s diverse range of corporate clients and members.
Old Mutual Corporate Consultants has been nominated and awarded the Investment Asset Solutions Consultants of the Year at the Batseta Imbasa Yegolide Awards.
The Old Mutual Corporate Consultants offering is based on our recognition that employers and trustees who are armed with the right knowledge and insights, are best equipped to partner with their employees and fund members to help them create the futures they deserve.
To achieve this, Old Mutual Corporate Consultants has engineered a full suite of client- and fund-focused, but member-centric, consulting services that deliver a host of compelling benefits.
Old Mutual Corporate Consultants’ advice philosophy is built on the cornerstones of extensive industry experience, solid business insights, and a deep understanding of the needs and requirements of retirement fund members - all of which is underpinned by ongoing research, international best practice and appropriate member education and assistance. The
result is a comprehensive suite of professional consulting services that includes the following:
For more information please download the Professional Consultancy Services fact sheet.
Watch our video on how to enjoy a well planned journey to retirement through Targeted Retirement Outcome.
Watch our video on how to prepare for your retirement. View Member Educational - Retirement.
Including umbrella and standalone fund management consulting.
We are committed to partnering with employers and trustees to equip and enable them to help their fund members achieve their desired retirement outcomes. To this end, we offer customised fund and benefit consulting, coordination and support. Read more...
In addition to meeting the needs of employers, trustees, management committees and fund members, our consulting offering incorporates a strong element of member education. Our suite of benefit and fund management consulting services includes:
Our Risk Benefit Market Testing service is offered as a standalone annual re-broke service or a full service offering and is aimed at ensuring that fund members are receiving the risk benefits they are promised at competitive costs.
Please download the General and Benefits Consulting fact sheet for more information.
Including Investment Consulting and Targeted Retirement Outcomes
We offer employers, trustees and management boards a dedicated investment consulting service underpinned by skills and resources to help them develop and deliver optimal investment strategies. With the primary aim being to give fund members the best possible chance of achieving their long-term financial objectives, the Old Mutual Corporate Consultants investment consulting services are tailored to the specific situation and requirements of your business or fund. Read more...
The Investment Consulting offering is designed to meet the needs of larger organisations or funds with the governance budget to determine their own investment strategy. The range of services includes:
Please download the Investment Consulting fact sheet for more information.
Targeted Retirement Outcomes is an end-to-end solution that empowers decision makers from funds and companies of all sizes to implement an
appropriate investment strategy that gives members the best chance of retiring comfortably. The process involves:
To find out more on Targeted Retirement Outcomes (TRO), please view our fact sheet, case study, infographic, Q Cards and brochure on Targeted Retirement Outcomes.
Including actuarial consulting and support
Retirement funding is a complex and highly regulated environment. To keep abreast of constantly changing rules and statutory requirements, and comply with the ongoing changes to Pension Funds and Income Tax Acts, employers and funds need best advice and world-class support. Our Technical Consulting service is designed to support, employers, trustees and management committees in all technical aspects of the oversight, management and development of their funds. Read more...
Our specialist Actuarial Consulting and Services go far beyond the traditional production of regulatory valuations, providing valuable technical
information and support to trustees and other stakeholders to help them make informed decisions. These actuarial services include:
Please download the Actuarial Consulting and Services fact sheet for more information.
Tel: 0860 INVEST(468378)