Fund Updates
Less than a year before new default regulations kick in
New regulations require that members must have access to retirement benefit counselling before receiving a withdrawal or retirement benefit.
Sanlam Umbrella Fund 2018 Symposium
Dates have been released for the Sanlam Umbrella Fund 2018 Symposium.
Sanlam Benchmark: umbrella fund research and results
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.
Time limitation no longer applicable for members joining newly established funds
The twelve month limitation applicable to members joining new established pension or provident funds scrapped as of 1 March 2018.
FSCA (previously FSB) compels boards of funds to make contact with Fund members
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.
Default strategy already in place at 20% of funds
Find out about the advantages of default annuities and other questions on default strategy.