Old Mutual Optimal Retirement Annuities

A transparent, recurring-premium retirement solution that aims to meet your retirement savings needs. The Optimal Plan is adaptable enough to accommodate changes to your lifestyle. It offers the reassurance that the fund value of the retirement solution remains intact when life throws that unexpected curve ball.

Investment minimums

The minimum premium is dependent on the term chosen.

 

Premium increases (annual or voluntary) can be made, but these are limited to 20% of the monthly premium each year, or R7 500 – whichever is greater.

  • R350 when investing in only internal funds.
  • R500 for external funds or for a combination of internal and external funds.
Old Mutual Family Funeral Cover

There are no reduction fees if you need to stop paying premiums, decrease the premium, transfer to another retirement fund or commute (fully disinvest subject to conditions). *There are also no reduction fees on divorce orders, emigration, or on death. However, a transaction administration fee will be charged.

If you would like further information on Old Mutual Retirement Annuities, simply submit your details below or WhatsApp us.

 

Disclaimer: Old Mutual Life Assurance Company (SA) Limited is a licensed FSP and Life Insurer.

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