Investment Plan

Build up funds for things you can't afford right now by saving with Old Mutual's Investment Plan. Even a small monthly amount can become a really worthwhile amount - money towards buying a car, the deposit on a house, or taking a holiday overseas!

Features and Benefits

  • Start saving from E240 a month now for a period of 10 years or more.
  • One part withdrawal available in the first five years and then every five years thereafter.
  • Old Mutual invests your money in its Smoothed Bonus Portfolio, which aims to deliver inflation-beating returns. With that goal in mind, bonuses are paid into your Plan to increase its value.
  • Your monthly premiums will also be increased automatically each year on 1 July. You have the choice to opt out of the annual increase in any given year if you can't afford the increased premium for that year.
  • With the Premium Holiday benefit, you can miss up to 6 monthly premiums without your policy being made paid-up. It is important that you speak to a client service consultant at our Swaziland branch if you need a Premium Holiday or are unable to continue paying your premiums.
  • As an Old Mutual Swaziland policyholder, you have free access to a number of benefits available through our Family Support Services!

Should you require further information on the Investment Plan features and conditions, please download our product brochure.

For more information on the Investment Plan, please visit the Swaziland branch, send us an email or contact your Old Mutual Personal Financial Adviser.