Tier Status

Tier 1

0-1 financial
need covered

Tier 2

2-3 financial
needs covered

Tier 3

4 financial
needs covered

Tier 4

5 financial
needs covered

Tier 5

6+ financial
needs covered
Points for:
Updating your details, completing surveys, referring friends
Points for:
Financial education, calculators and getting financial advice
Personalised credit report
Financial Assessments
Insurance
(% of premium in points)
5% 15% 25% 35% 50%
Savings, Investments & Lending
(% of premium in points)
0.5% 1.5% 2.5% 3.5% 5%
Member Benefits
Terms and conditions apply

Tier 10-1 financial
need covered

Points for:
Updating your details, completing surveys, referring friends

Points for:
Financial education, calculators and getting financial advice
Personalised credit report
Financial Assessments

5% Insurance
(% of premium in points)

0.5% Savings, Investments & Lending
(% of premium in points)

Member Benefits

Terms and conditions apply

Tier 22-3 financial
needs covered

Points for:
Updating your details, completing surveys, referring friends

Points for:
Financial education, calculators and getting financial advice
Personalised credit report
Financial Assessments

15% Insurance
(% of premium in points)

1.5% Savings, Investments & Lending
(% of premium in points)

Member Benefits

Terms and conditions apply

Tier 34 financial
needs covered

Points for:
Updating your details, completing surveys, referring friends

Points for:
Financial education, calculators and getting financial advice
Personalised credit report
Financial Assessments

25% Insurance
(% of premium in points)

2.5% Savings, Investments & Lending
(% of premium in points)

Member Benefits

Terms and conditions apply

Tier 4 5 financial
needs covered

Points for:
Updating your details, completing surveys, referring friends

Points for:
Financial education, calculators and getting financial advice
Personalised credit report
Financial Assessments

35% Insurance
(% of premium in points)

3.5% Savings, Investments & Lending
(% of premium in points)

Member Benefits

Terms and conditions apply

Tier 5 6+ financial
needs covered

Points for:
Updating your details, completing surveys, referring friends

Points for:
Financial education, calculators and getting financial advice
Personalised credit report
Financial Assessments

50% Insurance
(% of premium in points)

5% Savings, Investments & Lending
(% of premium in points)

Member Benefits

Terms and conditions apply

Your Financial Needs Covered

Your tier status is linked to the products you have with Old Mutual, and the categories that those products fall into.

To move up a tier level, you need to get a product from a category you don’t have yet. To find out what qualifies for each category, click on the cards below or read the detail in our terms & conditions.

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Open a product in one of these categories to up your tier:

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