Fund Updates
The long-awaited reforms, also known as T-Day will come into effect on 1 March 2021.
From 1 March 2021, retirement benefits from provident funds and provident preservation funds will be governed by the same rules as pension funds.
51% of retirees can’t make ends meet
Financial planner, James Vigne offers some tips to help retired parents.
T-Day – Retirement reform changes
Over the last few years,
government has been
reviewing and changing the laws
that control the retirement fund industry. These retirement reforms aim to ensure that you save enough for retirement and that your savings are protected.
Important updates from the Sanlam Umbrella Fund Investment Committee
The Investment Committee recently concluded an in-depth review of the entire investment offering, and this communication details the changes that will be made from March 2021.
Second wave Covid-19 impact on insured benefit claims
The second wave of the Covid-19 pandemic has put the Sanlam Umbrella Fund insured benefits service providers under immense pressure on the processing and payment of some of the risk benefit claims.
Sanlam Reality for members of the Sanlam Umbrella Fund
The Sanlam Umbrella Fund continues to empower members’ financial resilience by offering value-added benefits