Fund Updates
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.
Campaign to encourage member registration for online portal and mobile app
The FSB now requires that all retirement funds obtain and maintain the personal contact details of each and every member of the Fund.
Updated version of the Fund in Detail
We release the March 2018 version of The Fund in Detail for the attention of consultants and participating employers.
Updated Version Of The Sanlam Unity Umbrella Fund Product Guide
We release the March 2018 version of the Sanlam Unity Umbrella Fund Product Guide for the attention of intermediaries. An exciting new enhancement is the Retirement Optimisation Services that is now available for the...
The Sanlam Unity Umbrella Fund 2018 Rate Review and the impact of the VAT increase
The annual rate review for all three underlying funds being the Sanlam Umbrella Pension Fund, the Sanlam Umbrella Provident Fund and the Sanlam Unity Umbrella Fund is now completed. Fees for all participating employers will be adjusted with 15% VAT where applicable.