Fund Updates
Shocks to the system – Nenegate, Brexit, Trump as President?
As a stunned world economy struggles to come to grips with the latest shock to the system, many ordinary retirement fund members are left pondering how this will impact on their retirement. Read more…...
Centralised Joint Forum meetings for mini-funds
It is a governance requirement of the Sanlam Umbrella Fund for each participating employer to establish a Joint Forum comprising employer and member representatives. Centralised Joint Forum meetings is another first...
Forthcoming attraction
The 2015 Trustee Report details the many exciting communication initiatives that the Sanlam Umbrella Fund has pioneered over the years. The Trustees have mandated the Communication Sub-committee to continue to pioneer...
My Retirement Member App
The Sanlam Umbrella Fund has launched its new mobile app for members to have access to their retirement information in the palms of their hands, and it’s absolutely free! Read more
Day One member and employer tools
There are new member and employer tools available on the Sanlam Umbrella Fund site that will be of interest to our supporting intermediaries. Read more
Change to Sanlam Blue Investment Strategy
Feedback from our clients and supporting intermediaries indicated that the Sanlam Blue investment strategy could be further enhanced by changing it to operate as a lifestage model… Read more