Financial Planning Solutions

Retirement planning is key if you want to enjoy your retirement. Retirement planning consists of two phases: pre-retirement funding and post-retirement income. Pre-retirement funding means investing in a retirement annuity while you are actively working. Things to consider include how much you can currently afford to invest and how long you have until you reach retirement age. The second phase - post-retirement income - requires investing the proceeds of your retirement annuity into a life or living annuity. Post-retirement income considerations include choosing a product that is able to sustain capital growth while you receive an income and regularity of income payments.

LIFE COVER -It pays to plan for your family’s needs. With Old Mutual’s GREENLIGHT you can rest assured you have selected life cover that will pay out what is promised. You can choose Death, Final Expenses and Accidental Death Benefit protection.

Fund education with an education plan from Old Mutual. Investing in an education plan is important, we know that. What isn't always clear is how much it's likely to cost, the timeline and how much we can afford to invest. Old Mutual offers a smart tool and products to get you started on making your child's vision of what they want to become a reality. If you prefer sound financial advice, then please provide us with your contact details and an Old Mutual Personal Financial Adviser will contact you.