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Unity Umbrella Fund employers and members

This quarterly news update contains valuable information for members, member representatives, participating employers and other stakeholders in the Sanlam Unity Umbrella Fund

Administration updates

Operational Update

The Operational Update concerns Policy Protection Rule 13, Policyholder requirements to ensure compliance and Implications of not providing member contact details to Sanlam.

Update: Changes to Unapproved Policies

The Sanlam Umbrella Fund Insured Benefits Committee communicated changes to the definition of “beneficiary” as contained in Schedule 2 of the Insurance Act 18 of 2017 in the June 2021 Toolkit. This article contains the update of the unapproved policy.

News and information

Sanlam Unity Umbrella Fund Value-Added Benefits for members

Considering that most of our members leave 100% of their life savings with us, we recognize that our responsibilities go far beyond helping them prepare for retirement. Through our Value-Added Benefits, the Sanlam Unity Umbrella Fund aims to empower members to make informed financial decisions and enable them to live and retire with confidence.