Old Mutual Employee Wellbeing

By | October 24, 2017

Old Mutual Employee Wellbeing

The Financial Wellbeing Programme was established by Old Mutual as a way of partnering with South African businesses and retirement funds to deliver on a shared responsibility to empower, educate and enable all South Africans to achieve the best possible financial outcomes for themselves and those they care about.

The Financial Wellbeing Programme is a benefit that’s offered FREE of charge.
This all-inclusive approach is aimed to educate and support South African fund members and their employees. The ‘modular’ design of the programme, coupled with access to online, telephone, and face-to-face assistance means members can fully tailor the programme to their individual financial circumstances, needs and objectives.
As part of the programme we’ll help you take your first step towards a better financial future with our e-learning platform
For more information on the Financial Wellbeing Programme, download the brochure.

WHAT’S IN THE FINANCIAL WELLBEING PROGRAMME?

The Financial Wellbeing Programme consists of highly integrated and seamless components to make learning easy, fun and engaging.

E-LEARNING

Take control of your financial future today. Try our FREE e-learning platform. No need to register.

ON-SITE LEARNING

Each programme is aimed to give you in-depth insight in order to make the best financial decision. Modules are free of charge and engaging and promises to answer any financial questions you may have.

FINANCIAL HEALTH ASSESSMENTS

The Financial Health Assessments are designed to give fund members a clear view of their current financial situation and an understanding of exactly where they want to be in the future, as well as how best to get there.

MEMBER SUPPORT SERVICES

This free, decision-support offering provides vital life-event-based assistance to members of Old Mutual-administered retirement funds.

INDIVIDUAL ADVICE

Fund members and attendees of Financial Wellbeing Programme modules have the option to benefit from a comprehensive professional advice offering, provided on a one-on-one basis by trained and accredited Old Mutual Financial Advisers.