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A recent article published in FANews online unpacks some of the debates between David McCarthy, Retirement Policy Specialist: Tax and Financial Sector Policy at Treasury, Bruce Cameron, editor of Personal Finance and...

Are umbrella funds’ costing methods fair?

In this month’s issue, we provide answers to some of the many questions raised by attendees during the recent Sanlam Employee Benefits Benchmark Symposium. The matter of fees and costs in umbrella funds, the...

Member communication: are we getting the message through?

Partly, at best, suggests Richard van Dijk. He offers a checklist for improvement. With all the good intentions of the employee benefits industry and stakeholders, generally the level of communication with members of...

Another successful AGM for the Sanlam Umbrella Fund!

Each year, the Sanlam Umbrella Fund hosts its Annual General Meeting (AGM) in various venues across the country. This is a forum for Fund members, participating employers and intermediaries to engage with the...