Sanlam Lifestage

Creating wealth for your employees
by investing boldly when they are young

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

Administration updates

Important Updates from the Investment Committee

Prior to July 2022 the Sanlam Wealth Creation Lifestage Strategy was only available to participating employers with previous exposure to this strategy. As from July 2022, the Trustees have approved the inclusion of this strategy for all participating employers as an additional default investment strategy option.

Operational Update

The Operational Update concerns Policy Protection Rule 13, Policyholder requirements to ensure compliance and Implications of not providing member contact details to Sanlam.

News & information

Imali Zam Member Education Initiative

The Imali Zam (My Money) Member Education Sessions are aimed at helping members to better understand their savings and benefits. The next Imali Zam Member Education Session is scheduled for 21 July 2022.

Other Areas of Interest