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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.

Fund updates

Helpful member information for all things two-pot

The two-pot retirement system has recently been put in place. In keeping with our mission to provide Sanlam Umbrella Fund members with information regarding their retirement benefits, we have put together a series of educational and enlightening programs.

Industry updates

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.