NEED HELP WITH HOLISTIC
NEED HELP WITH HOLISTIC FINANCIAL PLANNING AND SAVING? Old Mutual Personal Finance specialises in providing holistic financial planning - Advice That Matters. We offer a wide range of wealth creation and protection products. For example: OM Invest Tax-Free Savings Plan, which offers you tax-free growth without any restrictions on accessing your investment with a current annual allowance of R33 000. It’s flexible so you can choose how you want to invest – with lump sum payments or a minimum monthly investment of R350. And if you save between R30 000 and R33 000 at Old Mutual, you get up to half of your admin fees back depending on your underlying fund choice. NEED LIFE AND DISABILITY COVER? Old Mutual Personal Finance marketleading risk protection range offers solutions in respect of death, disability and the most comprehensive illness range with clear claim definitions, including GREENLIGHT. NEED TO PROTECT YOUR BUSINESS? Mutual & Federal are experts in agriculture, engineering and marine insurance. We offer a range of insurance solutions to protect your business against everything from fire and theft to business interruption and legal liability costs. NEED DEBT CONSOLIDATION AND TRANSACTIONAL BANKING? Through Old Mutual Finance you can gain access to: • My Money Plan, which enables you to consolidate your debt, and choose from a range of personal loans at a fixed interest rate. • Money Account, which links a transactional (SWIPE) account and an investment (SAVE) account so you automatically invest a set amount into a unit trust every time you make a purchase with your card. *(In association with Bidvest Bank Ltd) NEED HELP WITH INVESTING? Old Mutual Wealth is a fully integrated, advice-led wealth management business. We have a personalised and integrated approach to grow and preserve your wealth over time. Our specialist capabilities include Private Client Securities, Old Mutual Multi-Managers, Fiduciary Services and Offshore Investing. We partner with leading financial planners to provide you with a tailored lifetime wealth plan to help you achieve the best outcome in line with your objectives, goals and aspirations. NEED A FINANCIAL PARTNER THAT MAKES A POSITIVE IMPACT ON SOCIETY? Old Mutual is deeply committed to playing a significant role in building a strong and financially inclusive South Africa. As a responsible business committed to caring for our communities, the Old Mutual Foundation addresses socio-economic challenges through investing in: • Small business development and entrepreneurship • Youth unemployment through skills training • Strategic education initiatives • Caring for vulnerable communities In 2016 alone the Old Mutual Foundation invested R25 686 172 in various community projects across our nation (actual grant funding payments made during 2016). In Gauteng the Old Mutual Foundation invested a total of R5 499 910 across its various community empowering portfolios in the region. Our staff are the hearts and hands of Old Mutual in the communities we operate in, and we support our staff volunteers through various programmes. In Gauteng, 77 organisations have received a total of R1 358 384 as a result of staff volunteering efforts. INVESTMENTS I SAVINGS I PROTECTION ombds 4.17.10479.02 Old Mutual is a Licensed Financial Services Provider
OLD MUTUAL FOUNDATION CASE STUDIES IN GAUTENG Sparrow FET College is a Melville-based provider of skills training coupled with life skills and job readiness training. In 2015, the Foundation funded R500 000 to the organisation to provide accredited training to 20 youth in Fluid Hose Reeling, a scarce skill on many mines. The Maharishi Institute: R1 975 000 was funded by the Old Mutual Foundation for the purposes of expanding the for-profit call centre operation Invincible Outsourcing, which provides business processing services to large corporates. The 250-seat call centre is part of a self-funding sustainability strategy by the Maharishi Institute to generate income, which in turn allows underprivileged students free access to tertiary education. The students are also required to work in the call centre during their four-year BBA degree as part of their commitment to ‘earning their education’, providing them with invaluable workplace and job readiness experience. The MASISIZANE FUND focuses on enterprise development and job creation to help alleviate poverty and improve food security in South Africa. This is achieved through encouraging entrepreneurship and capacity development and financing of micro, small and medium enterprises (SMMEs). Preference is given to SMMEs with 51% plus ownership by women, youth or people with disabilities. The Masisizane Fund disbursed R147m worth of funds in 2016 through soft loans in the three high-impact sectors and facilitated the creation of 862 jobs against a target of 625 jobs. In Gauteng, R21.1 million was disbursed, providing 12 clients with soft loan financing, and facilitating 173 jobs. MASISIZANE CASE STUDY IN GAUTENG CTU is a 100% black woman owned business that specializes in manufacturing hospital clothing, linen and medical accessories for Gauteng health institutions. The initial loan was used to acquire raw material to fulfil orders from the Department of Health Gauteng (DOHGP). A further revolving funding facility was given in 2014 to assist CTU to execute a 12-month contract to supply linen to all Gauteng health institutions, which has been renewed for a further 12 months. CTU currently employs 80 staff members of which 27 are permanently employed. WANT TO HELP BUILD THE PLATFORM FOR FINANCIAL INCLUSION? Financial education is the gateway to financial inclusion. The Old Mutual Financial Wellbeing programmes promote financial literacy and awareness across market segments in line with the Financial Sector Charter. We offer highly effective financial education and support programmes to help South Africans take control of their finances. Between 2007 and the end of 2016 more than 589 808 people were reached through face-to-face workshops held for communities as well as employees in the public and private sector. In 2016 more than 88 000 individuals participated in our On the Money workshops nationally, with 24 674 participating in our Fin360 programmes. In Gauteng 16 870 individuals were trained in our Old Mutual On the Money programme with 11 433 having been trained in our Fin360 financial education programmes. For more information, contact Rosie Wilson at GAUTENGPMB@oldmutual.com
