What is FutureInvest?
- You can invest a small amount each month. This amount will increase annually to help your investment keep up with inflation
- Your money is invested in the Old Mutual Smoothed Bonus Fund which aims to provide inflation-beating returns in the medium to long term
- Your money grows with annual bonuses declared on the fund
- Assuming the tax structure remains unchanged, you can look forward to a tax-free cash payout at the end of your investment term
- No medical examination is required
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- Speak to an Old Mutual Financial Adviser or Broker.
- SMS “Future” to 66522 and we will call you back.
- Call us on 061 299 3003.
You can:
With the Premium Holiday feature, you can miss up to six monthly premiums without your policy being made paid-up. It is important that you speak to a client service consultant at one of our Client Service Centres if you need a Premium Holiday or are unable to continue paying your premiums.
Once we’ve received your first premium, you can withdraw from your savings. You can withdraw money once every 5 years but be aware that withdrawals before the end of your investment term will reduce the size of your final payout.
Yes! Old Mutual FutureInvest 4 Education Plan with Premium Waiver ensures that in the event of your death or if you become disabled within 10 years of your plan and are unable to pay your premiums, the savings for your child’s education will not be less than what you would have saved in the first 10 years.
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