Fund Updates
What happens when an employer terminates its participation in the Sanlam Umbrella Fund and the Sanlam Futura Umbrella Retirement Fund?
In tough financial times, cash flow challenges are a reality for many of the employers participating in a retirement fund. These challenges may force an employer to consider reducing contributions or terminating the...
2015 Annual Revision
The annual revision due at 1 March 2015 for the Sanlam Umbrella Pension Fund, the Sanlam Umbrella Provident Fund and the Sanlam Futura Umbrella Retirement Fund has now been finalised. E-mail communication was sent on...
2015 Annual Revision – Reminder
The annual revision due at 1 March 2015 for the Sanlam Umbrella Pension Fund, the Sanlam Umbrella Provident Fund and the Sanlam Futura Umbrella Retirement Fund is currently in process. Please look out for your annual...
Compulsory membership to a pension and/or provident fund
When is it compulsory for an employee to join his/her employer’s pension/provident fund? In terms of the Income Tax Act, a new,
2015 Annual Revision
Preparation for the annual revision due at 1 March 2015 of all three underlying funds being the Sanlam Umbrella Pension Fund, the Sanlam Umbrella Provident Fund and the Sanlam Futura Umbrella Retirement Fund is running...
2015 Annual Revision
We hereby update our clients with important information as regards to the contingency reserve account levy for the Sanlam Umbrella Pension Fund and the Sanlam Umbrella Provident Fund. Read further here