Fund Updates
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
Important update from the Investment Sub-committee
Consultants are hereby informed about some key decisions relating to the External Single Manager Range available on the Sanlam Umbrella Fund. Read further here
Consulting fees and the annual revision process
Our team is hard at work preparing for the Sanlam Umbrella Fund’s annual revision process due at 1 March 2015. Further details of the scheduled timelines for the communication will be published in the December...
2014 Trustee Report and AGM
The 2014 Trustee report for the Sanlam Umbrella Fund was released at the AGM held early October. We believe the format of this year’s report makes for easy reading and the trustees encourage all employers and...
Implementation of T-Day postponed
By now you would have heard about the retirement tax reforms that were supposed to take effect on 1 March 2015
How to have quick and easy access to the Consultant Toolkit at all times
Did you know you can pin the Consultant Toolkit to the taskbar of your computer/laptop? By doing this, you will be able to access it quickly, without having to search through your inbox. Click here for easy-to-follow...