Fund Updates
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...
When is somebody your spouse according to the law?
In this 3rd issue of our 2014 series of member news flash items, we continue clarifying to members the importance of completing a beneficiary nomination form. This specific issue deals with spouses in terms of the law....
T-day communication to members
The Fund’s member communication on this topic has now been completed and we appeal to all consultants to assist us in distributing the communication to as many members as possible. The material is available in...
Sanlam Umbrella Fund: T-day update to members
The topic of T-day and how it affects members are being unpacked in a series of member alert items. The aim is to deliver this intimidating matter in a manner that will engage members and raise their awareness. All...
Sanlam Umbrella Fund: T-Day update to Participating Employers
T-day (1 March 2015) is the day that the government’s retirement reforms will be implemented. There are a number of changes that will occur from this day onwards. These changes and requirements have a significant...