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
New Deputy Principal Officer Appointed for Sanlam Umbrella Fund and Sanlam Unity Umbrella Fund
We’re excited to announce new appointments for the Deputy Principal Officer and Deputy Fund Secretariat of the Sanlam Umbrella Fund and Sanlam Unity Umbrella Fund.
PricewaterhouseCoopers South Africa appointed as the auditor of the Sanlam Umbrella Funds
Following an extensive tender process over the past year, the Board resolved on 6 March 2024 to appoint PricewaterhouseCoopers as the new auditor of the Sanlam Umbrella Pension Fund and Sanlam Umbrella Provident Fund starting from the financial year ending 31 December 2023.
Sanlam Umbrella Fund risk premiums decrease for the second year in a row
The Sanlam Umbrella Fund has completed the 2024 annual revision of risk premiums, and the new premium rates became effective on 1 April 2024. The Insured Benefits Management Committee are pleased to announce that overall risk premiums have decreased for the second year in a row!
Introducing Sanlam Staff Care: Empowering Employees to Live with Confidence
Sanlam, in collaboration with Allegra, is proud to introduce Sanlam Staff Care, a healthcare initiative aimed at providing affordable access to primary healthcare services for a significant portion of the workforce.
Industry updates
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.
2024 National Budget keeps taxes steady, taps into gold reserves
The Budget Speech Summary provides insights on how the country’s current economic standing will affect you.
Sumendren Naidoo’s vision for empowering financial futures
Sumendren Naidoo of Sanlam Corporate, chats about his vision for empowering financial futures.