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Fund Updates

Member representative trustee election

Every 3 years, according to the rules of the Fund, members (via their member representatives) are entitled to elect member representative trustees from a list of industry specialists that are independent from the...

Coming soon: Annual General Meeting

The Fund’s AGM is on our doorstep. The dates are 2 September in Cape Town and 8 September in Gauteng. Invitations have already been mailed to all participating employers, member representatives all Contracted...

The conversion option benefits members and consultants

The conversion option allows a member who retires or withdraws from the Fund to take out a similar individual policy (life insurance, lump sum disability or income disability) at their own cost, with the Insurer with...

Enhancements to the replacement ratio calculator

We are pleased to announce some great enhancements to our web-based replacement ratio calculator and invite intermediaries to make use of this tool when advising members on their long-term retirement planning. Read...

Amendments to the General Rules

The Board of trustees keeps the General Rules aligned and updated with legislative changes. Rule amendments for the Sanlam Umbrella Pension Fund and the Sanlam Umbrella Provident Fund were both formally registered by...