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...
A reminder – Important update from the investment sub-committee
The Glacier retirement funding solution is intended exclusively for our affluent members who demand a much wider range of investment choices and are willing to pay for this extra choice and flexibility. Read more
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...