The History of the Old Mutual Savings & Investment Monitor (OMSIM)Since 2009 the annual Old Mutual Savings & Investment Monitor (OMSIM) has tracked and probed the savings and investment habits of working metropolitan households in South Africa. Over the years the survey has been conducted through face to face interviews with 1000 different respondents. The findings and insights are widely shared during National Savings Month in July. Its ultimate goal is to empower consumers to manage their finances more effectively.

Watch
some of the highlights from the last 10 years of OMSIM. 

2020 Old Mutual Savings & Investment Monitor (Covid-19 survey)

This year in light of the global Covid-19 pandemic Old Mutual has done a specific OMSIM research survey with a particular focus on the attitudinal and behavioural shifts of working metropolitan South African households as a result of the Covid-19 pandemic. This year our online research survey involved the participation of 1500 respondents.

As a customer-centric business, the annual OMSIM research findings enable us to understand and find innovative ways to respond to the changing financial needs of our customers, and enable them to be their exceptional best. There is no greater time than now to Know Better to Do Better.


OMSIM Covid-19 Research Key Findings: 

In today’s market, companies must find new ways to connect with customers in a meaningful way and meet their diverse range of financial needs. That means understanding their needs, creating the propositions that will meet those needs, and remaining relevant. Our annual OMSIM research findings enable us to understand and find innovative ways to respond to the changing financial needs of our customers, and enable them to be their exceptional best.

Key Findings
Research Key Findings Videos 

Video 1: OMSIM Covid-19 - Overall sentiment 

Video 2: OMSIM Covid-19 - Impact of  COVID 19

Video 3: OMSIM Covid-19 - Debt

Video 4: OMSIM Covid-19 - Dependency and stokvels 

Research Key Findings Videos
Financial Education In light of the global Covid-19 pandemic and the uncertain times we live in, there is no greater time than now to Know Better to Do Better.
Knowledge is power because when you know better you tend to do better. Old Mutual wants to empower you with the knowledge and insights you need to steer your finances safely through the economic turbulence caused by the pandemic.
2020 Old Mutual Savings & Investment Monitor webcast
  • Maya Fisher French, personal finance journalist and author - Facilitator
  • Macroeconomic perspective provided by Izak Odendaal (Old Mutual Multi Managers)
  • Key research findings by Lynette Nicholson, Research Manager, Old Mutual
  • Financial Education tips by John Manyike, Head of Financial Education, Old Mutual
  • Question & Answers session
Agenda

Watch Research Findings and Helpful Tips Panel 

Watch Know Better Do Better Discussion with John Manyike and Maya Fisher-French

Watch the full Webcast Recording with Maya Fisher-French

Downloads
OMSIM Covid 19 Research Reports

Reports, Presentations & Press Release:

OMSIM Covid 19 Research Reports