Trustee-related updates
Helping members make good retirement savings decisions
The Fund counselling service offers members access to online retirement planning and guidance as well as telephonic support from a retirement benefit counsellor.
Umbrella Fund meeting: feedback
The Sanlam Umbrella Fund events held in Gauteng and Cape Town were well received by attendees. If you managed to make it to one of the events, we thank you for taking the trouble to attend.If, unfortunately, you were...
Why we require members’ contact details
The 24th Benchmark Survey once again revealed that more needs to be done to ensure members are empowered and are frequently reviewing their retirement savings position.Read more…
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...
Board of Trustees
2016 marked a change in the Board of Trustees after the election which took place during 2015. Since the start of the new year, one of the sponsor-appointed trustees resigned, thus Jolly Mokorosi was appointed and...