Consulting fees and the annual revision process
Our team is hard at work preparing for the Sanlam Umbrella Fund’s annual revision process due at 1 March 2014. Further details of the scheduled timelines for the communication will be published in the...
Help employees to a better retirement
Viresh Maharaj, actuary at Sanlam Employee Benefits, gives practical suggestions to employers on how they can help their employees to a better retirement. We feature the article as it appeared in the September edition...
Is there a conflict of interest in umbrella funds?
In this Q&A we look at questions raised by Benchmark Symposium attendees about possible conflict of interest between the board of trustees, the administrator and sponsor. Question:
Important Sanlam Umbrella Fund investment menu update
Sanlam Lifestage
Members in Sanlam Lifestage can now choose a preservation portfolio of their choice
Following the successful implementation of the Sanlam Lifestage as the Sanlam Umbrella Fund’s default investment strategy on 1 July 2013, members can now choose a preservation portfolio that matches their...
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...