New regulations require that members must have access to retirement benefit counselling before receiving a withdrawal or retirement benefit.
This is an exciting year for us at Sanlam because we celebrate our centenary in June. We are particularly pleased that the Sanlam Benchmark survey has been running for 37 years of the company’s lifespan.
The twelve month limitation applicable to members joining new established pension or provident funds scrapped as of 1 March 2018.
Despite a number of projects to obtain member contact details, many members’ details are still not on record yet. Read about why the Trustees regard this as a matter of utmost importance.
Employers are encouraged to use the Retirement Fund Web for the processing of all claims.
In the latest issue of the Sanlam Umbrella Fund Joint Forum update, we provide valuable feedback to participating employers and members.