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: The Old Mutual Invest Tax-Free Savings Plan, which offers a low, entry level premium and refunds you 50% of admin charges when you reach your maximum premium limit in a year. NEED LIFE AND DISABILITY COVER? Old Mutual Personal Finance marketleading risk protection range offers the most comprehensive illness range with clear claim definitions, including GREENLIGHT. NEED TO PROTECT YOUR BUSINESS? Old Mutual Insure 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, adviceled 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 the North West Province the Old Mutual Foundation invested a total of R870 400 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 the North West province, 49 organisations have received a total R620 400 as a result of staff volunteering efforts. INVESTMENTS I SAVINGS I PROTECTION ombds 8.2017 L10479.7 Old Mutual is a Licensed Financial Services Provider
OLD MUTUAL FOUNDATION CASE STUDIES IN THE NORTH WEST PROVINCE Old Mutual understands the important contribution of our staff volunteers. In 2016, the Klerksdorp Old Mutual branch was recognised for its community engagement and willingness to go the extra mile. The branch staff chose Kediemetse Primary School, Klerksdorp, as their ongoing Care & Share Community project and provide regular assistance with the school’s vegetable garden. Not only does Potchefstroom branch manager, Moses Matlawe, encourage and motivate his staff to do community projects, but he also finds time in his busy schedule to volunteer at the Tshwaraganang Day Care Centre, which is why he was honoured with the 2016 Best Manager supporting Staff Volunteerism Award. 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. 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. MASISIZANE CASE STUDY IN THE NORTH WEST (CENTRAL REGION: NORTH WEST, FREE STATE, GAUTENG) Pick n Pay Spaza Township Economy Revitalisation Programme The programme was initiated by the Gauteng Department of Economic Development (GDED) following a township revitalisation roadshow that included a visit by the provincial government and its partners to 65 townships across Gauteng in 2014. The five new stores co-funded by Masisizane Fund (R6 118 733), Old Mutual Foundation (R2 000 000), and others are expected to create or retain a total of 75 jobs. Once phase one is fully implemented and proof of concept has been achieved, Pick n Pay is planning a national rollout. The next phase will target additional stores in Gauteng and Western Cape. Masisizane Fund intends to further participate in the rollout, attracting other partners. Masisizane Fund Loan R6.1m Old Mutual Foundation Grant R2.0m Number of jobs 66 jobs facilitated Geographic location Township Sector Franchise 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 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 the North West Province 3 846 individuals were trained in our Old Mutual On the Money financial education programmes. For more information, contact Robertson Themba at NorthWestPMB@oldmutual.com
