Repair the disconnect through communication
The Sanlam Benchmark Survey has highlighted the fact that the typical South African employee does not engage with their retirement funding journey until it is too late
T-Day on the horizon…again
You may recall that the Taxation Laws Amendment Act, 2013 was signed into law on 12 December 2013 with an effective date of 1 March 2015. In a media statement released by National Treasury on 16 October 2014, the...
Umbrella Chat
Saving enough to ensure a healthy retirement is the theme of the 2015 series of the Umbrella Chat. We explain the following to members in simple terms: Why members should plan for retirement Taking better control of...
2015 Trustee Report
The Sanlam Umbrella Fund Board of Trustees released the 2015 Trustee Report at the AGMs. It is a comprehensive report on: The Sanlam Umbrella Pension and Provident Funds, The Sanlam Futura Umbrella Retirement Fund and...
Sanlam Umbrella Fund AGM 2015
The Sanlam Umbrella Fund once again held a very successful AGM on 2 September, in Cape Town, and 8 September in Johannesburg. The presenters addressed relevant content regarding the progress of the Sanlam Umbrella...
Member representative trustee election
Every 3 years, according to the rules of the Fund, members (via their member representatives) are entitled to elect member representative trustees from a list of industry specialists that are independent from the...