Fund Updates
Feedback on the Sanlam Lifestage Accumulation Portfolio
Darryl Moodley and Paul Wilson discuss the economic recovery since March 2020 and the outlook for the next 5 years for growth asset classes.
Investment Feedback for the period Q3 2020 on the Trustee-approved member investment menu
Tshegofatso Sekgwele discusses the returns for Quarter 3 across the different portfolios offered by the Sanlam Umbrella Fund with varying risk profiles.
Free Will Drafting Service for members of the Sanlam Umbrella Fund
Sanlam Umbrella Fund have introduced a free will drafting service as part of our value-added-benefits offered to members of the Fund.
Consulting Fees and the Sanlam Umbrella Fund Annual Revision Process
We remind consultants that in the Sanlam Umbrella Fund we operate a monthly pay-for-service consultancy fee model. As part of this model, it is recognised that participating employers may negotiate a tailored...
The 2020 Sanlam Umbrella Fund Symposium and Trustee Report
The 2020 Sanlam Umbrella Fund Symposium was successfully broadcast via a virtual platform.
The impact of Covid-19 on the Fund’s death claims process
The Covid-19 pandemic had had a significant impact on the Fund's death claims process.