Fund Updates

We are releasing herewith the August 2015 version of the Fund in Detail document. It includes the new Optimal product offering. The updates to the new version have also been summarised in the document below....

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...

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

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...

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...

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...