Helpful Member Information
Member information guides
- T-Day Member Alert English
- T-Day Member Alert Afrikaans
- T-Day Member Alert isiZulu
- T-Day Member Alert isiXhosa
- T-Day Member Alert Sepedi
- Deductions allowed from your benefits
- Retirement reform changes – Default regulations
- Logging a complaint with the Fund
- Divorce process and claim forms
- Leaving a retirement fund
- Nomination information
- Funeral Nomination information
- A beginner’s guide to investing for retirement
- The importance of reinvesting your retirement money when changing jobs
- Sanlam Umbrella Fund Value Added Services Brochure
- Your retirement savings and the liquidation process
- Lifestage Brochures
- SUF Wills Drafting Service Brochure
Member newsletters
2023
- Prosper Newsletter | June
2020
- New WhatsApp servicing channel | English
- The ups and downs of investment markets (February 2020) English
- Explaining real losses vs paper losses English
- Covid-19 – Stick to your investment plan English | Afrikaans
2019
2017
- South Africa has been downgraded to “junk status” – what does this mean? English
- Retirement matters: What is your number? English
- Dealing with debt English | Afrikaans
- 8 reasons why advice is necessary English
- Nearly half SA’s middle class is in ‘junk’ status English
- Só lyk die middelklas se geldsake Afrikaans
- Saving enough for retirement English
- Pros and cons: Guaranteed life annuities English
- Pros and cons: Living annuities English
- Tips on how to save for retirement English
2016
- Do you know where your retirement savings are invested? English
- What you need to retire comfortably English
2015
Umbrella Chat 3 2015
Umbrella Chat 2 2015
Umbrella Chat 1 2015
2014
Umbrella Chat 3 2014
Umbrella Chat 2 2014
Umbrella Chat 1 2014
2013
Umbrella Chat 3 2013
Umbrella Chat 2 2013
Umbrella Chat 1 2013
2012
Under the Umbrella Oct 2012
Under the Umbrella Jan 2012
Umbrella Chat 3 2012
Umbrella Chat 2 2012
Umbrella Chat 1 2012
2011
Under the Umbrella Oct 2011
- Takes a look at life stages and the different financial needs attached to each stage English | Afrikaans
Under the Umbrella Jul 2011
Under the Umbrella May 2011
- The impact of the 2011 national budget on retirement funds and the power of compound interest English | Afrikaans
2010
Under the umbrella Mar 2010
- Should you settle your bond with your withdrawal benefit? English
2009
Under the umbrella Nov 2009
- Advantages and disadvantages of a pension and provident fund English
Under the Umbrella Aug 2009
- A law on the treatment of pension benefits in the event of divorce English
In-Fund member information
Sanlam Umbrella Fund
Sanlam Unity Umbrella Fund
Latest news on legislation
2023
- People’s Guide to the 2023 Budget: English
- People’s Guide to the 2023 Budget: Afrikaans
- People’s Guide to the 2023 Budget: Setswana
- People’s Guide to the 2023 Budget: Xhosa
- People’s Guide to the 2023 Budget: Zulu
2022
- People’s Guide to the 2022 Budget: English
- People’s Guide to the 2022 Budget: Afrikaans
- People’s Guide to the 2022 Budget: Setswana
- People’s Guide to the 2022 Budget: Xhosa
- People’s Guide to the 2022 Budget: Zulu
2021
- People’s Guide to the 2021 Budget: English
- People’s Guide to the 2021 Budget: Afrikaans
- People’s Guide to the 2021 Budget: Setswana
- People’s Guide to the 2021 Budget: Xhosa
- People’s Guide to the 2021 Budget: Zulu
2020
- People’s Guide to the 2020 Budget: English
- People’s Guide to the 2020 Budget: Afrikaans
- People’s Guide to the 2020 Budget: Setswana
- People’s Guide to the 2020 Budget: Xhosa
- People’s Guide to the 2020 Budget: Zulu
2019
- People’s Guide to the 2019 Budget: English
- People’s Guide to the 2019 Budget: Afrikaans
- People’s Guide to the 2019 Budget: Setswana
- People’s Guide to the 2019 Budget: Xhosa
- People’s Guide to the 2019 Budget: Zulu
2018
- People’s Guide to the 2018 Budget: English
- People’s Guide to the 2018 Budget: Afrikaans
- People’s Guide to the 2018 Budget: Setswana
- People’s Guide to the 2018 Budget: Xhosa
- People’s Guide to the 2018 Budget: Zulu