Complete your Retirement Annuity application online. It's easier than ever to invest.

The Retirement Annuity is an investment providing for retirement

Invest at any time but no withdrawals before the age of 55. After 55, up to 1/3rd can be taken in cash. The rest must purchase income annuity.

Tax-free while invested. Contributions are tax deductible (up to a limit) i.e. it reduces your tax payable. Tax is applicable upon retirement.

No estate duty or executor's fees will apply. The Fund Trustees will distribute any remaining investment to your dependants.

Retirement Annuity - Shopper
What you will need to invest online

Proof of identification

Your banking details

Your tax details

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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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