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

personal solutions retirement plans
We also offer post retirement plansWhen 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.

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 delivers inflation-beating returns over the long term.
                                  Potential starting premium
                                  R500/month
                                  R500/month
                                  R350/month
                                  R265/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

                                  R265/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
                                  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
                                      Changing jobs? Preserve your retirement savings
                                      Get retirement readyLooking 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: