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, their communities and the broader society.


To be Africa’s premier financial services company where we have deep roots, strong relationships and an intimate understanding of retail and consumer markets and our customers’ needs.

Strengthening the foundation and drive growth

Medium Term

Defend and Grow


Defend and grow South African market share in Mass and Corporate markets


Improve the competitiveness of Wealth and Investments


Defend and grow in the South African Personal Finance market

Continued turn around


Continued turnaround of Old Mutual Insure


Turnaround East African business and improve returns across the Rest of Africa

Long term competitive advantage


Win the war for talent


Refresh the technology offering


Cost efficiency leadership

Accelerate Growth

Long Term

Becoming lifelong partners to our customers through meeting their core needs every day

Ensuring that we stay close to our customers throughout their lifetime, meeting their core financial needs and guiding them to achieve their financial ambitions.

Becoming a digital platform business

This will require us to simplify and digitise journeys for the customer, intermediary and employee, which will enable us to meet the financial needs of our customers in one place, via their platform of choice, at a pace in line with their expectations and needs.

Know each customer personally and tailor our service to their unique needs

Digitalisation will accelerate the use of analytics which will generate deeper and real-time data driven insights to cater to our customers’ specific needs.

Driving a culture of delivery

This will result in a change in behaviour supported by greater empowerment, agility, accountability and risk-based decision-making.

Becoming a champion across the communities in which we operate

Leveraging our role as a leading financial services provider to serve as a catalyst for economic development and contribute to broader social upliftment. We want to be known as leaders in transparent and ethical business practices. .