Retirement
ready
Skydiving, travelling, community work -
saving for your retirement will help you 
get a whole lot closer to your retirement goals.

Why put your money in retirement plans?

With current advances (not to mention future ones) in technology and medicine, we can definitely expect to live longer when we retire.

While that might seem like the best thing ever to some of us, our pension and retirement savings may need to get us through additional years. That means investing as much as you can for your retirement, as soon as you can. On the upside, you should be relatively debt-free (no car or bond repayments) but on the downside, you do need to take extra care of your health.
Compare our range of Retirement Plans

An added bonus of saving for your retirement is that you might get tax benefits. Take a look at some of the products on offer. And remember, help in the form of our financial advisers is a quick "call me back" away.

Benefits
Unit Trusts Retirement Annuity Fund

You get to choose the funds you invest in. Fees and charges are transparent.

MAX Investments Retirement Annuity Flexible Investment Plan

Flexible options and choice of leading SA funds.

Max Investments Optimal Retirement Plan

Increase, decrease or pause premium payments if your finances change.

Retirement Plan

An affordable long-term savings plan that aims to deliver inflation-beating returns over the long term.

Potential starting premium

R500/month
R500/month
R350/month
R400/month

Contributions are tax deductible

View portfolio 24/7 online and secure

Invest in one or more Old Mutual funds

Enjoy investment boosters/bonuses the longer you invest

Unit Trusts Retirement Annuity Fund

You get to choose the funds you invest in. Fees and charges are transparent.

Benefits
MAX Investments Retirement Annuity Flexible Investment Plan

Flexible options and choice of leading SA funds.

Benefits
Max Investments Optimal Retirement Plan

Increase, decrease or pause premium payments if your finances change.

Benefits
Retirement Plan

An affordable long-term savings plan that aims to deliver inflation-beating returns over the long term.

Benefits

Potential starting premium

R500/month

Contributions are tax deductible

View portfolio 24/7 online and secure

Invest in one or more Old Mutual funds

Enjoy investment boosters/bonuses the longer you invest

Potential starting premium

R500/month

Contributions are tax deductible

View portfolio 24/7 online and secure

Invest in one or more Old Mutual funds

Enjoy investment boosters/bonuses the longer you invest

Potential starting premium

R350/month

Contributions are tax deductible

View portfolio 24/7 online and secure

Invest in one or more Old Mutual funds

Enjoy investment boosters/bonuses the longer you invest

Potential starting premium

R400/month

Contributions are tax deductible

View portfolio 24/7 online and secure

Invest in one or more Old Mutual funds

Enjoy investment boosters/bonuses the longer you invest

We also offer post retirement plans

When the time comes to retire, you might want to purchase an annuity. This is the product that is going to pay you a regular income when you're done with the working world.

South African Retirement Annuity Fund
  • This retirement fund is sponsored and administered by Old Mutual
  • You can select from a range of investment options
  • Transfer your money from other approved retirement funds
Man having a cup of coffee while reading a book.
Preservation Funds

Changing jobs? 

Preserve your retirement savings

A man and a woman working in a workshop
Get retirement ready

Looking to shed light on planning for your golden years? These retirement articles do just that.

Would you like to speak to an adviser?Speak to an adviser now: