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Industry Updates

Umbrella Fund Masterclass with Independent Trustee Jolly Mokorosi

In a recent Umbrella Fund Master Class on Asset TV South Africa, Jolly Mokorosi, Independent Trustee of the Sanlam Umbrella Fund, joins host Mosidi Modise and industry peers to explore emerging trends and themes surrounding two-pot withdrawals—and much more.

Sanlam Benchmark 2024: Accelerating a better working South Africa

On 11 July 2024, Sanlam revealed its findings from its much-anticipated Benchmark Research. Given that Two-pot and the NHI are top of mind, the research focuses on healthcare and wealthcare – two levers for accelerating a better working South Africa.

POPIA in the context of retirement funds

Legal advisor at Sanlam, Lize de la Harpe, explains how the conditions and specific requirements set out in The Protection of Personal Information Act, 20213 (POPIA) applies to retirement funds in the latest Pensions World publication.