Sanlam Umbrella Fund Consultant Toolkit
This monthly toolkit is a communication channel between the Sanlam Umbrella Fund trustees, the Fund’s Administrator and supporting intermediaries. It contains all Fund related information and updates that intermediaries will require.
Quick links
Fund updates
Understanding Your Obligations Under Section 13A of the Pension Funds Act
As a participating employer in the Fund, it's crucial to stay informed about your legal obligations under Section 13A of the Pension Funds Act, which requires timely and accurate contributions to your employees' retirement funds. Non-compliance can lead to severe consequences, including criminal and civil legal action taken against you as required by the law.
How to access your 2025 Revision Statement
As part of our digital strategy, we have simplified access to your annual Rate Revision Statement, through the Sanlam Corporate Portal (SC Portal). If you haven’t yet registered to use the SC Portal, follow these easy steps to register or reset your password, ensuring seamless access to your account.
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.
Industry updates
Umbrella Fund Masterclass with Independent Trustee Jolly Mokorosi
In a recent Umbrella Fund Master Class on Asset TV South Africa, Jolly Mokorosi, Independent Trustee of the Sanlam Umbrella Fund, joins host Mosidi Modise and industry peers to explore emerging trends and themes surrounding two-pot withdrawals—and much more.
Sanlam Benchmark 2024: Accelerating a better working South Africa
On 11 July 2024, Sanlam revealed its findings from its much-anticipated Benchmark Research. Given that Two-pot and the NHI are top of mind, the research focuses on healthcare and wealthcare – two levers for accelerating a better working South Africa.
An Economic Overview and Update on the Two-Pot System
Watch this Sanlam Corporate webinar session to learn about inflation, interest rates, economic growth, and the Two-Pot System—hot themes that are relevant to both the industry and the nation.
POPIA in the context of retirement funds
Legal advisor at Sanlam, Lize de la Harpe, explains how the conditions and specific requirements set out in The Protection of Personal Information Act, 20213 (POPIA) applies to retirement funds in the latest Pensions World publication.
