PreservationSecuring your retirement should always be your first investment goal.
Our unit trust-linked retirement annuity, preservation fund or living annuity
gives you the flexibility to manage your future.
      individual our solutions preservation
      PreservationAvailable as a preservation pension fund or preservation provident fund, this cost-effective and easy to use preservation fund is an ideal vehicle to preserve and grow the proceeds of a pension or provident fund, if you have taken early retirement, resigned to make a new start or faced with retrenchmentFEATURES & BENEFITS
      • If you are retrenched or resign, you need a place to preserve and grow the proceeds of your previous employer’s pension or provident fund. The Old Mutual Preservation Pension Fund accepts the proceeds of pension funds, while the Old Mutual Preservation Provident Fund accepts the proceeds of provident funds.
      • As it is a unit trust-linked investment you can tailor your portfolio to suit your specific needs, and benefit from the ability to switch between unit trusts to restructure your portfolio as your investor profile changes. Access to our Investment Series as well as our range of over 40 unit trusts enables you to diversify your investment across regions, sectors and economies. Your transfers in are untaxed.
      • These funds only accept lump sum investments and you may not make ad hoc or top-up investments.
      • You may access your capital prior to retirement, as determined by the product rules.
      • Download the Old Mutual Preservation Funds Brochure for more information.
      • PRESERVE YOUR FUNDS NOW - complete the application form or speak to your financial planner.
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      HOW IT WORKS

      If you are retrenched or resign, you need a place to preserve and grow the proceeds of your previous employer’s pension or provident fund. The Old Mutual Preservation Pension Fund accepts the proceeds of pension funds, while the Old Mutual Preservation Provident Fund accepts the proceeds of provident funds.

      As it is a unit trust-linked investment you can tailor your portfolio to suit your specific needs, and benefit from the ability to switch between unit trusts to restructure your portfolio as your investor profile changes. Access to our Investment Series as well as our range of over 40 unit trusts enables you to diversify your investment across regions, sectors and economies. Your transfers in are untaxed. These funds only accept lump sum investments and you may not make ad hoc or top-up investments.

      You may access your capital prior to retirement, as determined by the product rules.

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      RELEVANT FORMS
      • Old Mutual Preservation Funds Application Form | Fund List
      • Old Mutual Preservation Funds Brochure
      • NEED HELP? Simply call 0860 234 234 or speak to your financial planner about investing in unit trust-based retirement annuities.
      RELEVANT FORMS
      BENEFICIARY NOMINATION

      You may nominate beneficiaries to receive the proceeds of your investment in the Old Mutual Retirement Annuity Fund in the event of your death while you are still a member of the Fund.

      Note that in terms of section 37C of the Pension Funds Act of 1956, the Board of Trustees is tasked with the equitable distribution of the benefit amongst your dependants and nominated beneficiaries. Although the Trustees will take your wishes expressed in this form into account, they are not bound by them but are also required to consider the claims of persons who were dependants, as defined by the Pension Funds Act, at the time of your death.

      In order for the Trustees to have the most accurate information before them, it is important that you regularly update the beneficiaries you have nominated as your family circumstances change.

      Download the beneficiary nomination form or advise the Fund in writing.

      Please ensure your allocations for nominated beneficiaries total 100%. If not, and where you do not have any dependants, any balance of the benefit payable will be paid to your estate. Also, the nomination.

      Beneficiary Nomination
      Secure Client Portal

      You can now transact online, make an additional investment or switch funds with ease via our secure client portal.

      Access the Old Mutual Client Portal User Guide to assist you in getting started.

      Need to register?

      If you have not yet registered to view and transact online, we encourage you to do so!

      We have created an easy-to-follow User Guide to assist you with your registration.

      At Old Mutual Unit Trusts, we truly have a unit trust for every need and financial goal.

      Partner with us to get on track to achieving your financial goals and become financially fit.

      For more information and the best solution for you, contact your financial adviser.

      Tools to help guide youThe Tools give you some insight into what type of investor you are. It is not sufficiently comprehensive to qualify as investment advice and you should consult your Financial Planner for more information.INVESTRIGHT™

      How much do I need to save and invest?

      InvestRight is a simple, interactive and free guide to help establish how much a person will need to save and invest to meet their financial goals, be they short-, medium- or long term. All you need to do, is answer five simple questions.

      Investright
      INVESTMENT SELECTOR

      What funds best suit my needs?

      This Fund Selection Tool gives you some insight into what type of investor you are. It is not sufficiently comprehensive to qualify as investment advice and you should consult your Financial Planner for more information.

      INVESTMENT SELECTOR
      FUND INFORMATION


      View general fund information, prices (table & graphing tool), performance, declarations, investment minimums, and fees and charges:.

      FUND INFORMATION
      Complete your application onlineIt's easier than ever to invest.

      Time is money and we’re not about to waste yours. With our swift and simple online application process, you can apply to invest from your work desk, from home or even when you’re on vacation – whenever it suits you best.

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        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, 2002. Old Mutual Investment Group provides leading investment and saving solutions and is an authorised financial services provider. 
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