Old Mutual Superfund Investment Options

Old mutual superfund investment options

Old Mutual Superfund Investment Options. Insurance, Investments, Banking | Old Mutual Zimbabwe

The Old Mutual SuperFund Management Board has endorsed two annuity options for Old Mutual SuperFund members. These are the Old Mutual Fund Select Annuity (which is a conventional annuity) and the Old Mutual Max Income Living Annuity. You may, of course, consult an adviser if you wish to select a different annuity to these.

Old Mutual SuperFund offers a number of excellent preservation solutions to offer your fund members. SuperFund Preserver- Allows your employees to remain SuperFund members even if they no longer work for your business. The final selection, from either the stable of Old Mutual backed investments or other investment managers, will still need to be approved by the SuperFund Trustees as they have ultimate responsibility for all SuperFund governance and compliance requirements.

INVESTMENT PORTFOLIO OPTIONS In the Old Mutual SuperFund your investment choice depends upon the package selected by your employer. Your package options can be summarised as follows: CHOICE TRUSTEE-CHOICE LIFESTAGE STRATEGY EXTENDED Trustee objective relative to inflation, after any capital charges and investment management fees.

Old Mutual SuperFund Choice is a flexible retirement and risk benefits offering designed to give you financial peace of mind today and a better financial future tomorrow.

Depending on the investment portion of Old Mutual SuperFund Choice that has been selected. The Old Mutual SuperFund Management Board (the Board) has reviewed all SuperFund Choice investment portfolios, considering factors such as performance against stated benchmarks and peers and the way the portfolios are managed. The four investment packages available in Old Mutual SuperFund Deferred Retirement are: Trustee Choice Investment - A high-growth expectation, smoothed.

3. Retrenched Old Mutual SuperFund members get a tax break when they choose a cash withdrawal instead of becoming a Preserver member. For more information, call the Old Mutual SuperFund service centre at 20 30 4. Old Mutual SuperFund members cannot partly withdraw cash and invest the rest of their retirement savings into Preserver. Guarantees are backed by Old Mutual Shareholders’ capital.

FUND SIZE R billion as at 1 June (based on all product options within the CoreGrowth Portfolios). ASSET ALLOCATION AS AT 1 JUNE OLD MUTUAL SUPERFUND COREGROWTH MONTH GROSS BONUS HISTORY Bonuses are declared monthly in advance, gross of investment fees and net of. The Old Mutual Invest Tax Free Plan adapts to your needs.

You can invest for as long as you want. You can invest a maximum of R36 for the current tax year and R in your lifetime. Even though there are limits as to how much you can invest, there are no limits on the growth of your investment.

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BENEFITS OF INVESTING. We provide a wide range of funds to suit everyone. Let us walk you through the options TAKE A LOOK. OLD MUTUAL INTERNATIONAL launches new Global Core Fund Range and new reduced premiums. MORE INFO. About us Contact us Literature Library.

Old Mutual SuperFund is the brand of both the SuperFund Pension and Provident Funds.

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• FOR ADVICE ON YOUR OPTIONS, contact either your personal financial adviser, your HR department for your employer fund intermediary details or your Old Mutual SuperFund Retirement Benefits Counsellor who will put one in touch with you. · The best mutual funds to buy in your 30s and 40s are those best suited for long-term investing. While the mid-life crisis might be a reality for many people, there is no reason to panic about investing; all you need to do is pick reliable mutual funds, add money to them regularly, and watch them grow for the next 20–30 years.

Old Mutual Unit Trust Managers (RF) (Pty) Ltd is registered and approved by the Financial Sector Conduct Authority in terms of the Collective Investment Schemes Control Act, Old Mutual Investment Group provides leading investment and saving solutions and is an authorised financial services provider.

OLD MUTUAL SUPERFUND INVESTMENT CHANGE FORM For use by existing Preserver, Deferred Retirement or Choice members. Please complete the form using CAPITAL/BLOCK LETTERS in blue or black ink.

Fax the completed and signed form to Old Mutual on 38 38 48 or email to [email protected] OLD MUTUAL EMPLOYEE GROUP IN SUPERFUND. Welcome to your quarterly investment update as at 30 September The financial markets have recovered swiftly. The Old Mutual SuperFund Deferred Retirement solution allows you to continue your Old Mutual SuperFund membership after you retire from your employer.

You receive the benefit of compound growth on your retirement savings while you decide on a more appropriate time to access your retirement benefit. • Old Mutual SuperFund Preserveris the preservation option of choice, for the average Old Mutual SuperFund member, by the Trustees.

• Please indicate below if you would like to transfer your Old Mutual SuperFund retirement savings intoOld Mutual SuperFund Preserverand continue your planning for a happy retirement. the Old Mutual SuperFund Pension and Provident Funds.

the same investment options and investment portfolios, the same insurance of death and disability benefits, and the same fee structure. Members’ Accumulated redits will be the same before and after the transfer. There are no costs involved. 2 Old Mutual Life Assurance Company (South Africa) Limited.

Reg No: 1//06 SuperFund Customised Investment Change Form omms L SECTION B FUTURE CONTRIBUTION ELECTION Future Investment Portfolio (see Section D for the list of Investment Portfolio options. 20 Years Experience. The Superfund Group of investment companies launched its first fund in March Superfund's trend-following trading strategy is based on 20 years of strong research and development of technical trading systems that capture over.

The Old Mutual SuperFund Default Life Annuity is a with-profit guaranteed annuity. If you wish to purchase anything other than this type of life annuity you will need to do so through a financial adviser who will source the various options for you. AS AN OLD MUTUAL SUPERFUND MEMBER, YOU HAVE A NUMBER OF OPTIONS IF YOU RESIGN, ARE RETRENCHED OR DISMISSED FROM YOUR CURRENT EMPLOYER. This guide is intended to help you: 1.

Old mutual superfund investment options

Understand your retirement savings options. 2. The Old Mutual Absolute Smooth Growth Portfolio targets returns above inflation over the long-term (in excess of ten years), while significantly reducing the volatility associated with market-linked investments.

The Absolute Smooth Growth Portfolio provides investors with a 50% guarantee.

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As a member of Old Mutual SuperFund you have access to two investment packages available for a default option, being “Trustee Choice” or “Lifestage”. Your employer selects one of these options based on employees’ needs and the number of staff employed. · Old Mutual Employee Group in SuperFund as at 31 March This document is intended to keep members updated on performance of the underlying investment performance of the options available on the Member Level Investment Choice (MLIC) Platform.

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The performance as indicated in this document is not necessarily an indication of. You fall within OMEGS, a sub-section of Old Mutual SuperFund created especially for Old Mutual employees. OMEGS stands for the Old Mutual Employee Group in SuperFund. This member booklet provides you with a summary of your benefits, information about OMEGS governance, and where you can find more information. You are a member of the Old Mutual SuperFund Pension Fund (SuperFund), a multi-employer umbrella fund.

You fall within OMEGS, a sub-section of SuperFund created especially for 3 INVESTMENTS PORTFOLIO OPTIONS PORTFOLIO FEATURES EXPECTED LONG TERM RETURN* Old Mutual Absolute Smooth Growth DEFAULT GROWTH SMOOTHED CPI + (4% to 6%) OMIG. · John Kotze, the head of group savings solutions at Old Mutual Corporate, says the Superfund offers default investment options for pre-retirement savings.

Under the amended Workers’ Right Actsection (7a), pension benefits are now portable as from the first month of contribution. With Superfund, an Employee is guaranteed the full benefit of his acquired pension right and has a choice of options on how to preserve his pension benefits until his retirement.

If the employee leaves service. · In response to the growing need for simple, cost effective and strictly governed retirement solutions, Old Mutual has launched Old Mutual SuperFund, the largest multi-employer or umbrella funds in South Africa with over member accounts from more than 5 employers.

approved investment consultant - Old Mutual’s investment consultants are available to assist if required - Final selection must be approved by Old Mutual SuperFund Trustees Investment Choice Employer and member can exercise investment choice Lifestage Investment Option Can be included, depending on the investment options selected by the employer.

· OLD MUTUAL SUPERFUND. An umbrella retirement fund solution for small businesses to large corporates. SOLUTIONS AT RETIREMENT. Offering two annuity options specially chosen to meet the different needs of Old Mutual SuperFund members. ← Old Mutual Consuilting Services Old Mutual Retirement Investment. · Whether you’re an Old Mutual client or not, as a South African resident your access to your retirement annuity is severely limited before you reach the age of 55, and even once you’ve retired, you can’t cash in the full amount.

×Warning: It appears that you have disabled cookies. Cookies are required to login to this site. We have a wide range of savings and investment solutions for you. Old Mutual Zimbabwe brings you personal finance plans to suit your budget and financial goals. Empfin Solutions offers the full range of Old Mutual’s SuperFund Umbrella Retirement Fund options in order to assist organisations best.

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The Old Mutual SuperFund has been created specifically to meet the diverse employee benefit needs of all types of employers and employees through one holistic fehf.xn--b1aac5ahkb0b.xn--p1aianeously, it offers the one thing that every employer and employee want when. Superfund Service Centre. Within South Africa: 20 30 Outside South Africa: +27 21 Monday–Friday, – [email protected] Unit Trusts.

Within South Africa: Outside South Africa: +27 21 Monday–Friday, – [email protected] Wealth Service Centre. Within South Africa.

Old mutual superfund investment options

We provide simple retirement plans and investment options as well as insurance solutions for those unexpected turn of events. Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in.

Old Mutual South Africa INVESTMENT SAVINGS Old Mutual Ghana is a leading financial institution offering a range of savings, investment and insurance options. Visit Website. Switchboard + (0) View all companies in Ghana.

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Kenya. Old Mutual Max Investments Account. The Old Mutual Max Investments Account is there for you to start saving for what ever you desire, from an overseas holiday to “in case of emergency” funds.

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The Old Mutual Max Investment Account has two separate payment options. · Some of the default structures that have been put in place by some umbrella funds may not survive the regulations. For example, Old Mutual s Superfund umbrella fund offers smoothed/stable bonus products as a default investment option for pre-retirement savings and with-profit annuities as a default pension at retirement.

Old Mutual Wealth. On offer: Investment, Savings, Insurance. Old Mutual Wealth is an advice-led wealth management business, aimed at providing financial planners and their clients with a full suite of industry-leading strategies and services. fehf.xn--b1aac5ahkb0b.xn--p1ai Customer Care: International: +27 (0)21 Sanlam Lifestage investment reporting only commences from 1 Augustbut the following longer term performance was achieved applicable to members previously invested in the Accumulation Phase of the Sanlam Umbrella Fund’s discontinued Lifestage Programme, and whose investments.

Old Mutual’s Responsible Business philosophy is underpinned by the desire to be a purposeful organisation with a conscience. 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. Investments paying interest.

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How super works. Choosing a super fund; Types. In addition, Old Mutual SuperFund provides Member Retirement Counsellors to all retiring members at zero cost to them over the 3 years leading up to retirement.

They provide guidance to help members better understand their retirement circumstances, needs and options thus allowing them to make informed decisions. ABOUT THE OLD MUTUAL GROUP.

We provide investment, savings, insurance and banking services in Africa, Europe, the Americas and Asia. We have million customers and approximately 64, employees.

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OUR HISTORY. Old Mutual began in Cape Town in as South Africa’s first mutual life insurance company, offering financial security in.

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60 65 00(within South Africa) +27 21 (international). [email protected]

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