Sanlam Umbrella Fund employers and members
This quarterly news update contains valuable information for members, member representatives, participating employers and other stakeholders in the Sanlam Umbrella Pension and Provident Funds
The Sanlam Umbrella Fund continues to empower members’ financial resilience by offering value-added benefits.
Darryl Moodley and Paul Wilson discuss the economic recovery since March 2020 and the outlook for the next 5 years for growth asset classes.
Tshegofatso Sekgwele discusses the returns for Quarter 3 across the different portfolios offered by the Sanlam Umbrella Fund with varying risk profiles.
News & information
The Sanlam Umbrella Fund and its Sponsor and administrator, Sanlam, takes the protection of the personal information of our members, employers and our Fund very seriously. The Fund will only collect, use, and keep personal information if there is a lawful purpose for doing so.
The release of the final Smooth Bonus Conduct Standard was timeous and relevant.
Danie van Zyl discusses the concept of market value adjustments as a means of protecting members of smoothed bonus portfolios during times of negative investment returns.