Special Investment Plan

In recent times, life expectancy has increased due to advances in medical sciences and health facilities. As a result of this, planning and saving for your retirement is necessary to ensure that you have adequate provision for your future.

Who is this plan for?

The Old Mutual Special Investment Plan therefore, offers any gainfully employed individual between the ages of 18 and 55, the opportunity to set up a retirement fund with as little as GH¢50.00 monthly contribution.

How it works

  • Monthly contributions may be increased if the individual has the means to do so.
  • The plan provides you with a substantial cash payment upon retirement.
  • The term of the policy is determined by the policyholder subject to the minimum term and maximum cease age of 50, 55, 60 or 65 years.
  • It is an inflation–friendly retirement fund with life assurance protection.
  • It offers financial security in old age for both the individual and his family
  • In the event of the death of the policy holder, their beneficiary will be paid either the death cover or the policyholder’s monthly contribution depending on which has the higher value.
  • Partial withdrawals of up to 50% of the total monthly contributions may be made once in a year as long as the policy has been in force for 2 years. The policy holder can also decide to terminate the policy after 2 years.

How do I invest in Old Mutual Special Investment Plan?

Contact your Old Mutual adviser or call our Customer Service Centre on (+233 ) 302 252 132 / 302 230 638 / 302 230 938 / 302 799 090.