Fund Updates
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...
Persons who are liable for the payment of contributions
The Pension Funds Act, (Section 13A(9)(a)), makes it an obligation of a retirement fund to request participating employers in writing to notify the fund of the identity of the person or persons who are personally...
An important update from the Investment Sub-committee
Read this important update related to the improved Glacier Retirement Funding Solution on the Sanlam Umbrella Fund. Read more
2014 Sanlam Sustainability Report
A comprehensive report on the incredible story of the contribution that Sanlam is making to society through its business practices. Read the report here.
Changes to the taxation of Disability Income Benefits
We remind consultants and their clients about the amendments to the Income Tax Act introduced by the Taxation Laws Amendment Act 31 of 2013. These will have an effect on the tax treatment of disability income policies...