Sanlam Umbrella Fund: T-day update to members
The topic of T-day and how it affects members are being unpacked in a series of member alert items. The aim is to deliver this intimidating matter in a manner that will engage members and raise their awareness. All...
IRFA recognition for the Sanlam Umbrella Fund
The Sanlam Umbrella Fund received a total of 4 awards at the IRFA’s gala dinner on 18 August 2014. It was named the winner in two categories at the Best Practices Industry Awards of the Institute of Retirement...
How the African Bank crash affected members of the Sanlam Umbrella Fund
Members’ retirement savings are safe! Due to the fact that the Sanlam Umbrella Fund invests in a diverse number of portfolios, the Fund has limited exposure to these portfolios and is not greatly exposed to any...
Sanlam Umbrella Fund: Follow-up on T-Day preparations
The Taxation Laws Amendment Act will become effective on T-Day – 1 March 2015. The Act will have a significant impact on the employee benefits industry. In this follow-up newsletter we provide our clients with...
The
The best way for consumers (i.e. employers and fund members) to protect their interests is to narrow, or preferably eliminate, the information gap between providers and consumers. You are encouraged to question all...
Coming soon: Annual General Meeting (AGM)!
It is that time of year again where the Fund’s AGM is coming up. The dates have been confirmed for 8 October in Cape Town and 9 October in Gauteng. A date for the Durban AGM is still to be confirmed. Invitations...