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News and Updates
Important Update: Termination of SPW Balanced Fund
Sanlam Corporate Investments will terminate the SPW Balanced Fund effective 1 August 2026 following sustained underperformance. Members with exposure to this investment portfolio may select an alternative by 30 July or they will be transitioned to the Sanlam Multi Asset Growth Fund, designed to deliver improved long-term growth and aligned risk outcomes.
The Values at the Heart of the Sanlam Umbrella Fund
The Sanlam Umbrella Fund has formalised six core Trustee values: member-centricity, integrity, independence, accountability, transparency, and ethical leadership – to guide governance and decision-making. These principles strengthen alignment, build trust, and ensure members’ retirement savings are managed responsibly, with a consistent focus on long-term sustainability and stakeholder confidence.
Two-pot exposes an advice gap the industry can no longer ignore
South Africa’s two-pot retirement system is revealing deep financial stress among members and a critical advice gap. Rising withdrawals highlight the need for timely, personalised financial guidance, as education alone proves insufficient to support better long-term decisions and protect retirement outcomes.