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.
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 delivers inflation-beating returns over the long term.
Potential starting premium
R500/month
R500/month
R350/month
R250/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
A Retirement Annuity with flexible options and choice of funds including non-Old Mutual 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 delivers inflation-beating returns over the long term.
Features
Savings 4 Retirement
Supplement your provident or pension fund with Savings4Retirement from only R250/month
Features
Potential starting premium
Contributions are tax deductible
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
R250/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
R250/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
- 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
Preservation Funds
Changing jobs? Preserve your retirement savings
Changing jobs? Preserve your retirement savings