The 2014 Trustee report for the Sanlam Umbrella Fund was released at the AGM held early October. We believe the format of this year’s report makes for easy reading and the trustees encourage all employers and...

Our team is hard at work preparing for the Sanlam Umbrella Fund’s annual revision process due at 1 March 2015. Further details of the scheduled timelines for the communication will be published in the December...

The Fund’s member communication on this topic has now been completed and we appeal to all consultants to assist us in distributing the communication to as many members as possible. The material is available in...

In this 3rd issue of our 2014 series of member news flash items, we continue clarifying to members the importance of completing a beneficiary nomination form. This specific issue deals with spouses in terms of the law....

Did you know you can pin the Consultant Toolkit to the taskbar of your computer/laptop? By doing this, you will be able to access it quickly, without having to search through your inbox. Click here for easy-to-follow...

T-day (1 March 2015) is the day that the government’s retirement reforms will be implemented. There are a number of changes that will occur from this day onwards. These changes and requirements have a significant...