News & information
SA retirement savings in crisis
South Africans' expectations of how much retirement income they will receive one day don't line up with reality, a survey has shown
A tax-savvy way to use your portfolio in retirement
Know more about tax and retirement portfolios.
Inclusion of Smoothed Bonus Portfolios as a Default Investment Strategy
The Sanlam Umbrella Fund has for many years used Smoothed Bonus Portfolios as a part of our default investment strategies.
What you need to know about pensions offered by retirement funds?
Read the article published in Saturday Star on 10 November 2018 here
Nearly half of SA’s workforce estimated to have no retirement plan
About 41% of economically active South Africans do not have a retirement plan in place.
New legislation requires direct contact with members
In response to the new legislation and irrespective of these challenges, the Sanlam Umbrella Fund revised its communication strategy to make provision for servicing members directly in an effective manner.