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Aimed at educating and supporting South African fund members and their employers.
The Financial Wellbeing Programme was established by Old Mutual as a way of partnering with South African businesses and retirement funds to deliver on a shared responsibility to empower, educate and enable all South Africans to achieve the best possible financial outcomes for themselves and those they care about.
The Financial Wellbeing Programme is a benefit that's offered FREE of charge.
This all-inclusive approach is aimed to educate and support South African fund members and their employees. The ‘modular’ design of the programme, coupled with access to online, telephone, and face-to-face assistance means members can fully tailor the programme to their individual financial circumstances, needs and objectives.
As part of the programme we'll help you take your first step towards a better financial future with our e-learning platform
For more information on the Financial Wellbeing Programme, download the brochure.
The Financial Wellbeing Programme consists of highly integrated and seamless components to make learning easy, fun and engaging.
Take control of your financial future today. Try our
FREE e-learning platform. No need to register.
The e-learning platform is offered as a free service to employers, employees, and anyone eager to improve on their financial knowledge. Financial concepts are explained using different types of media, making them easy to access and understand.
Each programme is aimed to give you in-depth insight in
order to make the best financial decision. Modules are
free of charge and
engaging and promises to answer any
financial questions you may have.
Get a solid grounding in basic money matters that you
can benefit from by taking your financial and
investment knowledge to the next level. Modules are
free of charge and should take you 8 minutes to
On the Money
On the Money workshop offers vital basic lessons in
personal financial management designed to help people
become better managers of their own money. Modules
are free of charge and should take you 10 minutes to
To book any of the On The Money and FIN360° modules,
please send us an
The Financial Health Assessments are designed to
give fund members a clear view of their current
financial situation and an understanding of exactly
where they want to be in the future, as well as how
best to get there.
The assessment tools on offer are tailored for the
needs of the individual. They include the member’s
replacement ratio status on their retirement fund
benefit statement and also utilise an Individual
Retirement Calculator. The assessments are not only
beneficial to members, they also offer valuable
insights to employers and trustees in terms of the
status of their overall fund member bases.
This free, decision-support offering provides vital
life-event-based assistance to members of Old
Mutual-administered retirement funds.
Offered in close working partnership with employers and
Fund trustees, Old Mutual Member
Support Services is a call centre solution that
seeks to provide peace of mind for members by giving
them financial decision support and guidance during
crucial life events such as joining a fund,
resignation, retrenchment, retirement, death and
disability. The Member Support Services offering
Fund members and attendees of Financial Wellbeing Programme modules have the
option to benefit from a comprehensive professional
advice offering, provided on a one-on-one basis by
trained and accredited Old Mutual Financial
The fully licensed and accredited Old Mutual Financial
Advisers follow a thorough financial planning process
that begins with gathering and analysing all personal
financial information in order to compile a
comprehensive individual financial plan. The
relationship-based service includes ongoing monitoring
and guidance to help members progress along their path
towards financial wellbeing.
DOWNLOAD THE FINANCIAL WELLBEING PROGRAMME BROCHURE