Work your incomeYou've worked hard, now that you've retired
it's your money's turn to work for you.
personal solutions retirement plans linked retirement income

What is Old Mutual's Linked Retirement Income?

With a unit trust-based living annuity, the money you've saved for your retirement is invested again in order to provide you with a regular income, freeing you up to go do the things you've always wanted to.

What's in it for you?
  • Select your own level and frequency of income.
  • Expose your retirement capital to the growth potential of the investment markets
  • Make your portfolio fit your needs by choosing from a wide range of Old Mutual unit trusts
  • No additional product fees - only pay for the unit trusts you choose
  • Choose a beneficiary to receive the death benefit.
  • Minimum investment amount is R50 000.
Old man typing on a laptop
    Why invest in a unit trust linked living annuity?
    LET'S DO THIS QUICK AND EASYDownload the Linked Retirement Income application now.
    Need to know more about Old Mutual Linked Retirement Income?That's what we're here for. Want to chat more? Connect with us on 0860 234 234 / www.oldmutualinvest.com / unittrusts@oldmutual.com or speak to your financial adviser and we'll do our best to help you out.
    • You can transfer a minimum of R50 000.

    • No. Your income is not guaranteed and the value of your investment will fluctuate in line with the markets.

    • You can download the brochure here.