Industry Updates
Retirement planning: 5 Questions to ask (and the answers)
When it comes to saving for your financial future, it really is a case of the sooner you start, the more room you give yourself to achieve your retirement goals, and the less pressure you will feel as you get older...
Would you make different decisions if you could see the future?
I recently tested a beta version of a new retirement calculator created by Sanlam Employee Benefits for their corporate clients to assist new employees in selecting their retirement fund deductions. Read more as...
Why you need to rethink your retirement plan
Recent and planned changes in tax and retirement law will have a significant impact on how you plan and structure your retirement. Read more as published in IOL on 8 June 2016
Aligning retirement savings with income: a new approach
Reducing your investment risk as you approach retirement, or lifestaging, has long been regarded as a prudent strategy for members of retirement funds. Read more as published in IOL on 8 June 2016
Sanlam Umbrella Fund launches ground-breaking retirement planning service
In a renewed drive to improve retirement outcomes for members, the Sanlam Umbrella Fund (SUF) has launched a ground-breaking new online and telephonic retirement planning service for fund members. Read more as...
Sanlam Benchmark Survey
The annual Sanlam Benchmark Survey has been completed and the results thereof were released at the Benchmark Symposium. The results of the research are informative and insightful. Download the Research Insights Report...