News and updates

Removal of Member Selected Planned Retirement Age

The Planned Retirement Age option has been removed to simplify retirement planning and reduce member confusion. The change aligns retirement processes to the employer’s Normal Retirement Age, reducing confusion and supporting more consistent member outcomes.

Key Retirement Fund Values and Changes Effective 1 March 2026

Following the 2026 Budget Speech, several updated tax thresholds and limits apply to the retirement fund industry from 1 March 2026. Consultants should note the increased contribution deduction cap, higher retirement interest de minimis threshold, and revised living annuity commutation limits.

Auto Indexing: Optimisation of Processing Times

Providing complete and accurate information upfront helps Sanlam Corporate process queries and claims faster. Ensure to include these key details required to avoid delays, improve turnaround times, and ensure efficient service for all future correspondence and claims.