Investment Plan

The Old Mutual Investment Plan is ideal for those prepared to save for at least 6 or more years depending on your chosen type. It doesn't matter if you're saving for something as small as a local holiday or a new house. By investing a small amount every month, or a lump sum, you can achieve those goals.

Key Features

•  Invest a minimum of N$ 125 a month if you are saving for 10 years or more. This amount will increase annually to help your investment keep up with inflation.
• Your money is invested in our Absolute Growth – aiming to provide inflation-beating returns.
• An annual bonus is paid into your Plan, growing your money even more.
• Assuming the tax structure remains unchanged, you can look forward to a tax-free cash payout at the end of your investment term.
• You may opt to increase your monthly contributions, or keep them level for the investment period.
• No medical examination is required.
• After the first five years you may make one partial withdrawal. Further withdrawals are permitted at one-year intervals. Be aware that withdrawals before the end of your investment term will reduce the size of your final payout.

Who can invest?

 You can invest if you’re a Namibian citizen or permanent resident aged 16+. You must be at least 10 years from your normal retirement age (for a 10-year term and longer), or at least 6 years from your normal retirement age (for a term of less than 10 years).