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
The 2020 Sanlam Umbrella Fund Symposium and Trustee Report
The 2020 Sanlam Umbrella Fund Symposium was successfully broadcast via a virtual platform.
The impact of Covid-19 on the Fund’s death claims process
The Covid-19 pandemic had had a significant impact on the Fund's death claims process.
Improved functionality for uploading claim documents online
There is new functionality for the uploading of supporting documents on the Sanlam Corporate online Portal.
Industry Updates
When Covid-19 means early retirement has come knocking
Covid-19 has forced many to consider early retirement due to changing circumstances. Will you have enough savings to retire early?
You’re retrenched, stranded or unpaid – what happens to your retirement savings
Millions of people around the world are asking how they are going to keep up retirement fund contributions while their salary is shrinking.
People are turning to retirement savings to cope with lockdown but most don’t have enough
As the extended lockdown takes its toll, retirement savings are being viewed by some as a kitty to survive the lockdown.
