Change to Volatility Protection Strategy
The 2015 Trustee Report highlighted that one of the identified actions for 2016 was to review the Volatility Protection Strategy (
Sound financial lessons for children (and parents!)
Financial awareness starts from a young age
Sanlam Benchmark Survey
The annual Sanlam Benchmark Survey has been completed and the results thereof were released at the Benchmark Symposium. The results of the research are informative and insightful.Download the Research Insights Report...
Why you need to stop procrastinating, and plan for your financial future
Are you taking care of your financial future, or are you procrastinating when it comes to investing in your retirement?Read the rest of the article here as published in All4WOMEN on 29 March 2016
Centralised Joint Forum meetings for mini-funds
It is a governance requirement of the Sanlam Umbrella Fund for each participating employer to establish a Joint Forum comprising employer and member representatives. Centralised Joint Forum meetings is another first...
Forthcoming attraction
The 2015 Trustee Report details the many exciting communication initiatives that the Sanlam Umbrella Fund has pioneered over the years. The Trustees have mandated the Communication Sub-committee to continue to pioneer...