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...
How the African Bank crash affected members of the Sanlam Umbrella Fund
Members’ retirement savings are safe! Due to the fact that the Sanlam Umbrella Fund invests in a diverse number of portfolios, the Fund has limited exposure to these portfolios and is not greatly exposed to any...
IRFA recognition for the Sanlam Umbrella Fund
The Sanlam Umbrella Fund received a total of 4 awards at the IRFA’s gala dinner on 18 August 2014. It was named the winner in two categories at the Best Practices Industry Awards of the Institute of Retirement...