South Africa Edition 2

Old Mutual has recently unveiled a number of
breakthrough financial solutions. ICE, launched
in November 2006, offers customers four banking
products that are not only straightforward, but also
designed to help customers achieve their financial
goals and get ahead. Max is an innovative solution
to investing in a low-inflation environment, while
Oxygen offers families an affordable solution to
rising healthcare costs. To its corporate clients,
the Group offers investment, corporate finance,
retirement, life, disability, funeral, healthcare,
savings and property solutions.
Old Mutual has also restructured the way in
which its business units work and engage with
corporate clients. This has been done to ensure
that value and service delivered to clients is
enhanced and the sales force displays optimal
coordination. This approach also allows the
group to leverage its resources and capabilities to
provide its corporate customers with innovative
and creative solutions.
RECENT DEVELOPMENTS
Over the last few years, Old Mutual has used its
broad and well-established South African base to
build its business in the US, the UK and Europe,
focusing on market sectors with good fundamentals
where its skills can add value. It is also looking to
build its businesses in Asia over time.
The group announced in January 2007 the
restructuring of Old Mutual Asset Managers
(SA) into twelve autonomous investment houses
under the umbrella of Old Mutual Investment
Group South Africa (OMIGSA).
The company also acquired Marriott, a
property specialist, and Umbono, the blackempowered
investment boutique, which provides
its customers with access to the country’s largest
index tracking group in South Africa.
Old Mutual South Africa recently established
its head office in Sandton, Johannesburg.
PROMOTION
Old Mutual South Africa launched its new brand
line “invest in your success” in May 2007, to
reflect the fundamental change in strategy and
philosophy that Old Mutual has implemented over
the last few years.
South Africa is poised for continued growth,
and all its people want to reap the rewards of this
economic success. To do this, they need to invest
in their futures. The move to “invest in your
success” is about centralising investment at the
core of the Old Mutual brand.
The launch of the Old Mutual Investment
Group South Africa is evidence of the renewed
focus the group is placing on savings and
investments.
Old Mutual’s “simple solutions for success”
message reflects the importance that the company
places on straightforward communication.
“Always thinking investment” helped position
Old Mutual as a leading investment house. These
two messages have been integrated into one
powerful brand line, “invest in your success”.
BRAND VALUES
Old Mutual’s brand evolution has been carefully
managed to ensure that core associations and
brand values remain integral to its new advertising
and marketing campaign. While the company has
undergone a fundamental shift in its business focus,
its brand values remain the same - Old Mutual still
offers simple solutions that perform well, but also
aims to help its customers achieve the success that
they aspire to. Old Mutual presents itself to its
markets in a way that is both emotionally engaging
and aspirational.
The “invest in your success” campaign aims
to get South Africans to reappraise Old Mutual:
to look at it through fresh eyes and to think of
it as the country’s preferred financial partner for
those on the road to success. The campaign aims
to raise awareness of the many ways in which
Old Mutual, as a financial partner, can help all
South Africans, whether they are individuals,
small businesses, large corporates or indeed
South Africa, achieve their goals.
Consumers choose Old Mutual for its
performance, as well as for its professional,
trustworthy and approachable people.
THINGS YOU DIDN’T KNOW ABOUT
OLD MUTUAL
Old Mutual was founded in Cape Town
162 years ago
Old Mutual is a FTSE 100 company
listed on the London Stock Exchange
Old Mutual plc manages client assets of
R3.3 trillion
Old Mutual’s interests include life
insurance, banking, property and
casualty insurance, asset management
and healthcare
Old Mutual South Africa manages funds
worth R424 billion for four million life
assurance policyholders and employs
over 13,000 South Africans
In January 2007, Old Mutual Asset
Managers (SA) was restructured
into twelve autonomous investment
houses under the umbrella of Old
Mutual Investment Group South Africa
(OMIGSA), following a model used
successfully by its US asset management
division