Our approach

Our customers and prospective customers determine our future success. We are therefore committed to making sure we always treat our customers fairly, are responsible in all of our marketing, provide them with the right products, the best customer service and help them secure a strong financial future. By making sure we have the right products and services for everyone, at all stages of need, we will create the best foundation for our future success.

Below we have outlined some of our key areas of focus:

Financial wellbeing

One of our Key focus areas, we define financial wellbeing as being and feeling financially secure, able to provide for yourself and your family, now and in the future. At Old Mutual, we focus on enabling financial wellbeing through improving access to financial services. providing products suitable for our customers needs, and financial education.

Understanding our customers' needs

We conduct regular research into how customers buy and choose financial services, and their levels of satisfaction with the products and services they have bought, in order to help us develop the right products. We use a number of tools, including customer surveys, customer segmentation, focus groups and wider public research to gain a full understanding of our customers' needs.

Communicating financial issues that matter

The way to build a long-term relationship with our current and future customers is to communicate with them in an open and honest way. To make sure this happens consistently we have strict processes in place to govern how we talk with them about what we are doing with their money. We also look for new and innovative ways to ensure we are communicating clearly and on issues that matter to them. Being able to access our products and services is crucial for our current and future customers, and we have developed a number of approaches to ensure improved accessibility. Our Greenzones bring all our services together under one roof, whilst our "Banks on a Bike" can reach more rural areas.

Matching customers to the right products and services

Working closely with independent financial advisers (IFAs) means we must equip them with the information and support they need to fully understand the products we offer and provide their customers with the best service they can. We do this through online training videos, newsletters and manuals. We also advise them on providing their customers with the most appropriate products and investment strategies.


Recent highlights

  • Our "On The Money" financial education programme has reached our 15 million people across our emerging markets business through workshops and radio broadcasts
  • We reached 72,000 learners through our Nedbank4me banking solution in 2014.
  • Old Mutual South Africa (OMSA) continue to run annual Savings & Investment Monitor surveys, sharing the results with stakeholders, including the South African Government.
  • We launched our new Online Customer Centre in Old Mutual Wealth, responding to feedback from customers and advisers.
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