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.
- 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.
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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 nominate one or more beneficiaries by completing this Beneficiary Nomination form.
You can download the brochure here.
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