Fund Updates

The Sanlam Umbrella Fund is in the process of preparing a shortlist of independent professional trustees for the next Trustee election that will take place during April and May 2023.

Sanlam Corporate Investments take pride in ensuring that their investment solutions remain relevant and appropriate for clients. To this end they have recently concluded a review of their institutional retirement fund portfolios.

This platform provides great opportunities for a consultation between Joint Forums, their Contracted Benefit Consultants and the Fund; to keep up-to-date with industry changes and get relevant information to assist with vital decision-making processes

Kobus Hanekom, Principal Officer of the Sanlam Umbrella Fund, discusses how the fund is positioning itself to benefit from regulatory changes and reforms happening in the South African pensions fund industry.

Members must nominate a beneficiary by completing and submitting a Beneficiary Nomination Form to their employer, to ensure that their loved ones receive funeral benefits in their time of need.

You are now able to download the 2022 Sanlam Umbrella Fund Trustee Report, and access the 2022 Sanlam Umbrella Fund Symposium recording.