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
Sanlam Umbrella Fund recognised as an Industry Leader by the Institute of Retirement Funds in Africa
The Sanlam Umbrella Fund took home the honours for Stakeholder Engagement at the Institute of Retirement Funds' Best Practices Awards Ceremony.
Taking Cash is taking Risk: Understand the impact on your future
Understand the risks and how it impacts your retirement savings.
Tribute to Derek Smorenburg
Farewell my friend and colleague. I will never forget you.
Industry Updates
Deductions for damages suffered by an employer due to theft or fraud by a member
Read more about the conditions for deductions for damages suffered by an employer due to theft or fraud by a member.
Reassessing risk
Independent Sanlam Umbrella Fund Trustee, Jolly Mokorosi, believes trustees should reassess how we view risk in terms of our own academic matrices and what risk means to the members of the retirement funds they serve.
Save and live with financial confidence
When you find yourself in a tough spot financially and you see no way forward, the temptation is to dip into retirement funds. We believe that this should be avoided at all costs. Even more tempting, is withdrawing more than you need from your retirement savings. We believe this should be avoided if at all possible.
