Fund Updates
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
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...