Fund Updates

Dates have been released for the Sanlam Umbrella Fund 2018 Symposium.

This is an exciting year for us at Sanlam because we celebrated our centenary on 8 June 2018. We are particularly pleased that the Sanlam Benchmark survey has been running for 37 years of the company’s lifespan. Read more on the results of the umbrella fund research.

The twelve month limitation applicable to members joining new established pension or provident funds scrapped as of 1 March 2018.

Despite a number of projects to obtain member contact details, many members’ details are still not on record yet. Read about why the Trustees regard this as a matter of utmost importance.

Find out about the advantages of default annuities and other questions on default strategy.

The FSB now requires that all retirement funds obtain and maintain the personal contact details of each and every member of the Fund.