Compulsory membership to a pension and/or provident fund
When is it compulsory for an employee to join his/her employer’s pension/provident fund?In terms of the Income Tax Act, a new,
Important update from the Investment Sub-committee
Consultants are hereby informed about some key decisions relating to the External Single Manager Range available on the Sanlam Umbrella Fund.Read further here
2015 Annual Revision
The annual revision due at 1 March 2015 for the Sanlam Umbrella Pension Fund, the Sanlam Umbrella Provident Fund and the Sanlam Futura Umbrella Retirement Fund has now been finalised. E-mail communication was sent on...
How the African Bank crash affected members of the Sanlam Umbrella Fund
Members’ retirement savings are safe! Due to the fact that the Sanlam Umbrella Fund invests in a diverse number of portfolios, the Fund has limited exposure to these portfolios and is not greatly exposed to any...
2014 Trustee Report and AGM
The 2014 Trustee report for the Sanlam Umbrella Fund was released at the AGM held early October. We believe the format of this year’s report makes for easy reading and the trustees encourage all employers and...
Implementation of T-Day postponed
By now you would have heard about the retirement tax reforms that were supposed to take effect on 1 March 2015