Umbrella Chat version 2
Are you in this vicious cycle? You are not able to pay your expenses each month You have to borrow money to get through each month You are using your credit card to cover some household expenses You have no money left...
Procedure to follow in case you have an enquiry or complaint
Are you receiving the service that you would expect as a member of the Sanlam Umbrella Fund?The Sanlam Umbrella Fund takes all member concerns seriously and is committed to treating our members fairly.Click here for...
What the Government is saying regarding members’ retirement savings
From the 2015 Budget Speech, we see the commitment of Government to continue with retirement reforms that will go a long way in assisting workers to save enough and get good value for their retirement savings.We repeat...
When are the new taxation laws (T-Day) coming into effect?
At this stage National Treasury is still hopeful that T-Day will be implemented on 1 March 2016.From T-Day onwards, you will be able to get a total tax deduction on your contributions to all types of retirement funds...
The conversion option benefits members
The conversion option allows you to take out an individual policy when you withdraw or retire from the Fund. The policy will be at your own cost, but you will benefit from a lower rate than if you should take out a new...
August 2015 version of the Fund in Detail
We have released the August 2015 version of the Fund in Detail document. It includes Sanlam Umbrella Fund’s new Optimal product offering which has a default investment strategy while allowing for flexibility at...