On 11 June 2019, Old Mutual hosted a retirement session for members of the ISASA Pension Scheme and Provident Fund.

The session was aimed at soon to be pensioners, all within 5 years from their retirement.  Old Mutual believes in the importance of proper planning for a sustainable retirement and trusts that insightful sessions like these will guide members in these final years to retirement.  Research shows those who start planning at least five years out have a happier retirement.

The 68 members were treated to speakers, all industry experts in their field, and they covered various topics of importance and interest:

• First-hand experience of retiring and what to look out for, presented by Angus Daniels
• The importance of estate planning and having a practical and legal Will, presented by Kalay Govender
• The Psychology of Retirement, which dealt with “soft” but critical aspects of retiring by David Crawford
• Converting a Lump Sum into an Income for Life by Andrew Davison

Visit the Retirement Planning page in your Fund Info for the presentations