Sanlam Umbrella Fund update on Effective Annual Cost

The Sanlam Umbrella Fund trustees are pleased to confirm that the Association for Savings & Investment South Africa’s (ASISA) industry-agreed standardized method to compare charges is at last effective for...

Signs that umbrella fund costs are falling

As membership of umbrella retirement funds grows, there are positive indications that investment fees will decrease as competition increases.Read more as published in Personal Finance on 26 November 2016

Living annuity: Which products are better?

Karen Wentzel, head of annuities at Sanlam Employee Benefits, advises a reader on selecting an appropriate retirement product.Read more as published in Saturday Citizen (KZN) on 19 November 2016

Umbrella Fund meeting: feedback

The Sanlam Umbrella Fund events held in Gauteng and Cape Town were well received by attendees. If you managed to make it to one of the events, we thank you for taking the trouble to attend.If, unfortunately, you were...

Underfunded Investment Portfolios

Please note that the following portfolios are currently underfunded. Should members switch out of any of these portfolios from 3 November 2016, the book value as currently reflected on their statements will be adjusted...