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 Reality for members of the Sanlam Umbrella Fund
The Sanlam Umbrella Fund continues to empower members’ financial resilience by offering value-added benefits
Feedback on the Sanlam Lifestage Accumulation Portfolio
Darryl Moodley and Paul Wilson discuss the economic recovery since March 2020 and the outlook for the next 5 years for growth asset classes.
Investment Feedback for the period Q3 2020 on the Trustee-approved member investment menu
Tshegofatso Sekgwele discusses the returns for Quarter 3 across the different portfolios offered by the Sanlam Umbrella Fund with varying risk profiles.
Industry Updates
Market Value Adjustments for Smooth Bonus Portfolios explained
Danie van Zyl discusses the concept of market value adjustments as a means of protecting members of smoothed bonus portfolios during times of negative investment returns.
Welcoming the Smoothed Bonus Conduct Standard
The release of the final Smooth Bonus Conduct Standard was timeous and relevant.
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?
