The gift of not being dependent

Leaving behind an inheritance for your children might be what we strive for as we get older, but the gift of not being dependent on them in your old age, might be a more realistic goal.

Tax numbers required for Section 14 transfers

With effect 1 March 2017, all retirement funds will be required to apply for a tax directive in respect of members transferring to the fund by means of a Section 14.

IRFA Awards

The Board of Trustees of the Sanlam Umbrella Fund is proud to announce that the Institute of Retirement Funds Africa (IRFA) has recognised the Fund's achievements.

Submission of amendments

The Administration team needs sufficient notice in order to implement an amendment.