• 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 - speak to your financial planner

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.

• Old Mutual Preservation Funds 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.

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.