Administration updates
2016 Annual revision – Fee and CRA levy adjustments
Work is far advanced in preparing the annual revision of administration fees and insured benefits premiums effective for the 12 months commencing 1 March 2016.Read more
December 2015 version of The Fund in Detail
We are releasing herewith the December 2015 version of The Fund in Detail document. It includes the new In-Fund product offerings. The updates to the new version have also been summarised in the document below.Summary...
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...
Product refresh
The Sanlam Umbrella Fund now offers the best of both worlds. On the one hand it is the ideal retirement vehicle for members looking for a stock standard retirement fund and on the other hand the Fund caters for the...
2015 Trustee Report
The Sanlam Umbrella Fund Board of Trustees released the 2015 Trustee Report at the AGMs. It is a comprehensive report on:The Sanlam Umbrella Pension and Provident Funds,The Sanlam Futura Umbrella Retirement Fund andThe...
What happens when an employer terminates its participation in the Sanlam Umbrella Fund and the Sanlam Futura Umbrella Retirement Fund?
In tough financial times, cash flow challenges are a reality for many of the employers participating in a retirement fund. These challenges may force an employer to consider reducing contributions or terminating the...