Old Mutual

ABOUT US

Old Mutual provides investment, savings, life assurance, asset management, banking and property and personal insurance in Africa, Europe, the Americas and Asia.

ABOUT THE OLD MUTUAL GROUP

We provide investment, savings, insurance and banking services in Africa, Europe, the Americas and Asia. We have 18.9 million customers and approximately 64,000 employees.

OUR HISTORY

Old Mutual began in Cape Town in 1845 as South Africa’s first mutual life insurance company, offering financial security in uncertain times. Today, 171 years on, the Group is made up of four strong businesses operating successfully in their respective markets and enabling positive futures for their stakeholders. We have been listed on the London and Johannesburg stock exchanges, among others, since 1999.

OUR BUSINESSES

We have four strong businesses in Old Mutual Emerging Markets (OMEM), Nedbank, Old Mutual Wealth (OMW) and Old Mutual Asset Management (OMAM).

OUR STRATEGY

To execute a managed separation of the Group into four strong standalone entities. A managed separation of the Group will free the constituent parts into four independent businesses, each having a capital structure and dividend policy suitable for its own strategy that will allow it to access its natural shareholder base. Following the managed separation, the lead regulator for each business will then be the same as the local regulator. We will manage the separation of the Group in a manner that aims to enhance value to shareholders over time.

OUR STRATEGIC PRIORITIES

• Working with our businesses in delivering enhanced performance relative to their peer groups.
• Stewardship of the managed separation process, balancing value, cost, time and risk.
• Fulfilling the Group’s ongoing regulatory obligations; and managing the Group’s debt obligations, central cost reductions and distributions to shareholders.

OUR POSITIVE FUTURES PLAN

Our commitment to be a leader in responsible business stems from our purpose in society, which is to help our customers thrive by enabling them to achieve their lifetime financial goals, while investing their funds in ways that will create a positive future for them, their families, and the community and world at large. In August 2015 we launched our Positive Futures Plan which focuses on the two areas where we believe we can make a material difference:

• Financial wellbeing
• Responsible investment

FINANCIAL WELLBEING

We define financial wellbeing as: being financial secure, able to provide for yourself and your family, now and in the future. We enable financial wellbeing through financial education and inclusion.

RESPONSIBLE INVESTMENT

Responsible investment is a cross-cutting approach to investment that integrates the consideration of material environmental, social and governance factors into investment and ownership practices, creating green growth investment vehicles.

THE PLAN IN ACTION

The Plan is already embedding into the business. Since its launch in August 2015, we have grown strong partnerships to drive it forward and implemented key initiatives.

OUR VALUES AND PEOPLE

We are committed to being a responsible business with a view to the long term and will focus on areas where our businesses can make a material impact and create meaningful change. Our businesses will continue to be guided by our strong values:

• Integrity
• Accountability
• Pushing beyond boundaries

WE BRING THESE TOGETHER THROUGH ACT NOW!

• Aim high and take your team with you
• Customer first - they're the reason we're here
• Treat the business like it's our own
• Need to listen carefully and talk honestly
• Own our decisions - decide and deliver Win together - help others succeed

SERVICES

PERSONAL

• Financial Planning & Advice
• Old Mutual Wealth
• Investing for Savings
• Wills & Trusts
• Medical Gap Cover
• Retirement Planning
• Education Planning
• Funeral Cover
• Life Insurance
• iWYZE Insurance
• Disability Insurance
• Personal Loans
• Money Account

CORPORATE

• Old Mutual Investment Group
• Old Mutual Property
• Corporate Consulting
• Retirement Investments
• Retirement Solutions
• Old Mutual SuperFund
• Preservation Options
• Old Mutual Corporate
• Financial Education
• Alternative Risk Transfer