Planner Hub

This site provides easy access to information relevant to financial intermediaries. Finding that sales aid or communication you were looking for is as easy as selecting the relevant link and scrolling to find the item in question.

Adviser and Client Communications

This section contains copies of communications sent to advisers, as well as copies of client communication. Visit the sales aid section for copies of our sales aids.

Audio and Video Clips

Here you will find a library of audio clips - fund overviews as presented by portfolio managers and members of their teams. Visit this section to gain insights on fund and market developments.

Boutiques and Capabilities

This section contains a brief overview of all the Old Mutual Investment Group (SA) boutiques and their offerings, as well as on Old Mutual’s international capabilities.


This section contains copies of presentations by our economists, fund managers and regional Sales Executives. All presentations are presented in a PDF format.

Sales Aids

This section contains copies of the sales aids we produce. Sales aids are lengthier communications about a specific fund or investment principle.

Adviser Tools

These downloadable illustrators and calculators are designed to support advisers in their sales activities.


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