Fund Updates
Submission of Amendments
Amendments can range from changes to contribution rates, members' benefits and investment strategy to participating employer or intermediary contact details. Some amendments do not require a new quotation and others do.
Changes to Volatility Protection Strategy – implementation update
Enhancements to Volatility Protection Strategy are being implemented and the transition process is being handled in a slow and steady manner.
Helping members make good retirement savings decisions
The Fund counselling service offers members access to online retirement planning and guidance as well as telephonic support from a retirement benefit counsellor.
Enhanced member web experience
The new Sanlam Employee Benefits member web portal has been activated for Sanlam Umbrella Fund members.
Research overview on Umbrella funds
History from nine consecutive years of study on umbrella funds have resulted in meaningful analysis of the emerging trends.
Sanlam benchmark survey finds that financial stress is pervasive amongst South Africa’s middle class
Seven out of ten middle class workers experience some form of financial stress according to the 2017 Sanlam Benchmark Survey.