LEGACY FUND

Mutual Life Africa's Legacy Fund is a savings plan designed to secure your child’s financial future. By contributing a fixed amount each month, you can provide them with a guaranteed, tax-free lump sum when they turn 21—setting them up for success in education, business, or life.

As a parent, you want the best for your child—a future filled with opportunities, stability, and success. But the challenges of life, such as rising education costs, financial uncertainty, and unforeseen emergencies, can stand in their way.

Without proper planning, children can face:

  • Rising Costs of Education: Higher learning opportunities may become unaffordable.
  • Delayed Financial Independence: They may struggle to fund their goals, like starting a business or owning a home.
  • Unexpected Challenges: Emergencies can derail even the best-laid plans.
  • Missed Opportunities: Lack of funds can mean giving up on their dreams.

(500k+ COVERED LIVES)

Mutual Life South Africa
Mutual Life South Africa
Mutual Life South Africa
Mutual Life South Africa
Mutual Life South Africa
Mutual Life South Africa

Trust us to help you navigate life’s financial challenges and opportunities

How Legacy Fund Benefits Your Child

With Mutual Life Africa’s Legacy Fund, you can help your child:

1. Achieve Quality Education: Use the payout for university, college, or vocational training.

2. Start Strong: Provide the financial foundation for their career or entrepreneurial goals.

3. Overcome Life’s Challenges: Build a financial buffer for unforeseen circumstances.

4. Pursue Their Dreams: Empower them to achieve their goals without financial limitations.

Key Features

1. Affordable Contributions:

Start saving with contributions as low as R500/month, scalable based on your goals.

2. Guaranteed Lump Sum:

Receive a tax-free payout at age 21, enhanced by annual interest and loyalty bonuses.

3. Parent Protection:

If something happens to you, we’ll ensure contributions are covered so your child’s future remains secure.

4. Emergency Access (Optional):

Withdraw up to 25% of the fund for emergencies such as medical bills or school fees.

5. Flexible Terms:

Choose saving periods that suit your needs—5, 10, or 21 years.

Why Mutual Life Africa?

With decades of experience in serving families across the continent, Mutual Life Africa is dedicated to providing innovative, reliable, and customer-focused financial solutions. The Legacy Fund is more than just a savings plan—it’s your child’s foundation for a better tomorrow.

Take the First Step

Start securing your child’s future today with Mutual Life Africa’s Legacy Fund.

Minimum Requirements, Terms, and Payout Eligibility

Minimum Requirements

Parent Eligibility: Must be 18+ with valid ID or passport from country of birth.

Child’s Age: Must be 15 years or younger at enrollment.

Minimum Contribution: R500 per month, paid consistently.

Terms and Conditions

Saving Period: Fund matures when the child turns 21.

Grace Period: 2 months for missed payments before penalties apply.

Emergency Access: Withdraw up to 25% of funds for emergencies, which may reduce the final payout.

Parent Protection: Contributions are covered if the parent passes away or becomes disabled.

Payout Eligibility

Full Payout: Guaranteed lump sum at age 21 if contributions are up to date.

Processing Time: Payout is completed within 30 days after the child’s 21st birthday.

Frequently Asked Questions

Mutual Life

The Legacy Fund is a savings plan designed to help parents secure their child’s financial future. By contributing a fixed amount each month, you can provide your child with a guaranteed, tax-free lump sum when they turn 21, empowering them to start adulthood with confidence and opportunity.

You can start with contributions as low as R500 per month. The amount you save will determine the final payout your child receives.

Yes! Each child must have their own individual Legacy Fund plan. You can set up multiple plans, tailoring the monthly contributions to suit your budget and the specific financial needs of each child. For example, you can contribute R500 per month for one child and R1,000 per month for another.

Yes, with the Emergency Access Option, you can withdraw up to 25% of the accumulated funds for emergencies like school fees, medical bills, or other urgent needs. This ensures flexibility while preserving most of the savings for your child’s future.

The Parent Protection Benefit ensures that if something happens to you, Mutual Life Africa will take over the contributions. This guarantees that your child’s savings will continue to grow and the planned payout will still be available at age 21.

For families with more than one child, you can open separate Legacy Fund plans for each child. Each plan is customized to the monthly contributions and final payout amount you want for that child. This approach ensures that every child has a personalized financial plan to meet their unique needs.

You can for your premiums via debit order in supported countries or through a recurring charge on your visa or mastercard debit or credit card.

It’s easy! Simply provide us with the details of each child, and we’ll set up individual plans for them. Our financial advisors can help you create a strategy that fits your family’s needs and budget.