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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.
The Sanlam Umbrella Fund continues to empower members’ financial resilience by offering value-added benefits
Darryl Moodley and Paul Wilson discuss the economic recovery since March 2020 and the outlook for the next 5 years for growth asset classes.
Tshegofatso Sekgwele discusses the returns for Quarter 3 across the different portfolios offered by the Sanlam Umbrella Fund with varying risk profiles.
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.
The release of the final Smooth Bonus Conduct Standard was timeous and relevant.
Covid-19 has forced many to consider early retirement due to changing circumstances. Will you have enough savings to retire early?