Old Mutual Consuilting Services
In order to deliver on its commitment to improve the retirement outcomes of all South Africans, Old Mutual recognises that it has to go beyond merely providing leading retirement products. These Old Mutual products need to also be supported by appropriate advice, education and communication – not just for the members themselves, but also for employers, trustees and all stakeholders in the country’s retirement industry.
Old Mutual Corporate Consultants was established to offer this level of unbiased, comprehensive advice to Old Mutual’s diverse range of corporate clients and members.
PARTNERING WITH EMPLOYERS AND FUNDS FOR THE BENEFIT OF MEMBERS
The Old Mutual Corporate Consultants offering is based on our recognition that employers and trustees who are armed with the right knowledge and insights, are best equipped to partner with their employees and fund members to help them create the futures they deserve.
To achieve this, Old Mutual Corporate Consultants has engineered a full suite of client- and fund-focussed, but member centric, consulting services that deliver a host of compelling benefits.
- Trustees and Management Boards enjoy the confidence that they are equipped and enabled to confidently fulfil their fiduciary duties
- Members have the security that they are exposed to optimal investment strategies designed to meet their unique retirement saving needs.
- Employers know they are dealing with senior, highly experienced consultants backed by the extensive infrastructure, financial strength, capabilities and reputation of one of SA’s most respected financial services brands.
THE OLD MUTUAL CORPORATE CONSULTANTS OFFERING
Old Mutual Corporate Consultants’ advice philosophy is built on the cornerstones of extensive industry experience, solid business insights, and a deep understanding of the needs and requirements of retirement fund members – all of which is underpinned by ongoing research, international best practice and appropriate member education and assistance. The result is a comprehensive suite of professional consulting services that includes the following:
For more information please download the Professional Consultancy Services fact sheet.
Watch our video on how to prepare for your retirement.
GENERAL AND EMPLOYEE BENEFITS CONSULTING
Including umbrella and standalone fund management consulting.
We are committed to partnering with employers and trustees to equip and enable them to help their fund members achieve their desired retirement outcomes. To this end, we offer customised fund and benefit consulting, coordination and support. Read more…
INVESTMENT CONSULTING
Including Investment Consulting and Targeted Retirement Outcomes
We offer employers, trustees and management boards a dedicated investment consulting service underpinned by skills and resources to help them develop and deliver optimal investment strategies. With the primary aim being to give fund members the best possible chance of achieving their long-term financial objectives, the Old Mutual Corporate Consultants investment consulting services are tailored to the specific situation and requirements of your business or fund.
ACTUARIAL CONSULTING AND SERVICES
Including actuarial consulting and support
Retirement funding is a complex and highly regulated environment. To keep abreast of constantly changing rules and statutory requirements, and comply with the ongoing changes to Pension Funds and Income Tax Acts, employers and funds need best advice and world-class support. Our Technical Consulting service is designed to support, employers, trustees and management committees in all technical aspects of the oversight, management and development of their funds.