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Industry Updates

2021 Year End Chairman’s Message

David Gluckman highlights some of the key developments since the launch of the Sanlam Umbrella Fund in 2008 and talks to the long term vision.

Make your money work for you

Whether you share household income and expenses or are single, setting a budget can help you manage your spending and achieve your financial goals. Remember, it's never a bad thing to seek advice.

Reassessing risk

Independent Sanlam Umbrella Fund Trustee, Jolly Mokorosi, believes trustees should reassess how we view risk in terms of our own academic matrices and what risk means to the members of the retirement funds they serve.

Save and live with financial confidence

When you find yourself in a tough spot financially and you see no way forward, the temptation is to dip into retirement funds. We believe that this should be avoided at all costs. Even more tempting, is withdrawing more than you need from your retirement savings. We believe this should be avoided if at all possible.