Close to Retirement

As your retirement gets closer, you will need to review a few options and make a few decisions.
You will need to know what your options are in order to make the best choices for your future. 

Step 1: Find out what your retirement benefits are

Please note:  If you do not understand your benefits or your options at retirement, please speak to one of our Benefits Counsellors.  It is a FREE service to all members of this Fund.

Click on BENEFITS then on "Retirement Benefits" above.

Click here to contact a benefit counsellor

Step 2: Check your member value on the Secure Member Portal

Step 3: Understand the tax you might pay if you take any money in cash

Click here to read more about Taxation

Step 4: Do you have a divorce order against your benefit?

Click here  to read more about divorce orders

Step 5: Do you have a housing loan backed by the Fund?

Click here for more information on housing loans

Step 6: Speak to an accredited financial advisor before you make any decisions

Click here to contact a financial advisor

Step 6: Complete your retirement benefit claim form

What do I have to do to claim? Contact your HR Department or Administrator, who will provide you with the necessary exit documentation. Kindly ensure that your exit documentation is completed in good time.

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Contact Us

 
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YOUR ENQUIRY

E-mail: isasa@oldmutual.co.za

Tel: 0860 466 466

WhatsApp Service: 0860 933 333


Need help on the Secure Member Portal?
0860 60 65 00 or

Email: Help-Secure@oldmutual.com

 

Leaving the Fund? Member quotations: 0860 455 455 or

Email: isasa@oldmutual.co.za


Financial Advice and need help understanding benefits: 0860 388 873 or

Email: Membersupportservices@oldmutual.com


Pensioner Support

Pencare: Tel: 0860 40 60 90 or

Email: pencarehelpdesk@oldmutual.com

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