Old Mutual1st Aug 2021
Old Mutual was established in Cape Town in 1845 as South Africa’s first mutual life insurance company, offering financial security in uncertain times.
Today, the Group has grown into a premium pan-African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries, with listings on five stock exchanges. We now employ about 30 000 people in our primary operations in South Africa and the Rest of Africa, and a niche business in China.
With over 175 years of heritage across sub-Saharan Africa, we are a crucial part of the communities we serve and broader society on the continent.
Our vision is to be our customers’ most trusted lifetime partner, passionate about helping them achieve their lifetime financial goals. From financial planning to managing financial portfolios, Old Mutual provides a broad range of customers with the advice and solutions they need to strengthen their financial wellbeing.
Old Mutual was formed with a motto to be ‘a certain friend in uncertain times’ and we have been delivering on that promise for more than 175 years. Through our many years of operating we have gained valuable insights and vast experience, which we apply in our business today. The most important lesson we continue to apply is that the things our customers and other stakeholders really care about seldom change. While the world continues to change, we remain focused on finding modern, innovative and relevant solutions to those core needs that never change.
Today we can pay out funeral claims initiated via the call centre or Old Mutual’s application in less than 4 hours, ensuring that our customers and their families have the funds required during this difficult time.
As an organisation it is also core to our values that we do business responsibly and make a real impact in the communities in which we operate. We believe that creating shared value for our investors, employees, customers and the communities we operate in, will facilitate the long term sustainability of the Group and enhance our competitiveness.
Old Mutual Solutions
Old Mutual Retirement Solutions
It’s no secret that we are a nation of poor savers. Almost half of the South Africans surveyed (49%) in the recent 10X Retirement Reality Report 2020 (RRR20) admitted they didn’t have a retirement plan.
An at-retirement annuity is a way for you to make sure you receive a steady stream of income (pension) after you retire. The amount of income depends on various factors, including how much you have saved in your retirement fund and the annuity you purchase.
Old Mutual Wealth
Planning your retirement – Part 1
What are some of the options in South Africa?
When discussing retirement, we generally look at the cornerstones of retirement – financial security, physical security, health security and security of tenure. With this in mind, Estate Living has brought together three experts in this webinar representing three retirement options – purchasing a sectional title unit or life right unit within a retirement village and the costs associated with ageing at home in
Planning your retirement – Part 2
How does retirement lifestyle options affect a retirement plan
In Part Two of #ExpertInsight Planning your Retirement, Estate Living and Tiaan Herselman, Head of Advice at Old Mutual, present an informative scenario planning session, where we consider the impact of three retirement options (Life Right, Sectional Title and Age at Home ) and how this could potentially affect one’s retirement plan. Each scenario considers retirement options and other factors that might impact your overall retirement plan.
South Africa current economic climate and investment opportunity with Signal View Boutique Hotel
Join Estate Living on our #ExpertInsight webinar. Economist Izak Odendaal shares insight into our new Finance Minister Enoch Godongwana and how the changing of the guard could impact the South African economy. Joining the discussion is Mason Lecuona, a South African property developer who is offering a uniquely position property investment in Plettenberg Bay. The Signal View Boutique Hotel allows for 18 investors who are looking for a rental return and capital growth. This bespoke product offers investors an opportunities to diversify their portfolio.