News and updates

Sanlam Umbrella Fund Symposium 2024

Thank you to all who attended the Sanlam Umbrella Fund Symposium 2024. In case you may have missed it, the recording of the Symposium and the Annual Trustee report are now available for viewing.

Spouse’s Life Insurance request for information

Spouse’s life insurance (Spouse’s cover) is one of the benefits that a participating employer may offer to its employees as part of their fund benefits. To administer the Spouse’s cover scheme, it is critical to have the most updated information about employees’ spouses.

Sanlam Umbrella Fund conversion option process

If a participating employer has selected this benefit, the conversion option allows a member who retires or withdraws from the Fund to take out a similar individual policy (life insurance, lump sum disability or income disability) at their own cost, with the insurer with whom they were underwritten whilst a member of the Fund.