What to make of volatility in share prices
In the light of the very volatile investment markets in recent months, we thought it would be appropriate to ask our Fund’s appointed investment consultants for their thoughts.Read more
Results of the Independent Trustee election
As you know, the Sanlam Umbrella Fund is one of only a few commercial umbrella funds that allow members to elect 50% of the Board of Trustees. During 2015 we had our fourth such election. The Fund’s Principal...
When are the new taxation laws (T-Day) coming into effect?
At this stage National Treasury is still hopeful that T-Day will be implemented on 1 March 2016.From T-Day onwards, you will be able to get a total tax deduction on your contributions to all types of retirement funds...
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...
Member representative trustee election
The interviews for the member representative trustees have taken place. Background screening is currently underway and the final candidates will be decided on soon.Thereafter, a short summary of each candidate’s...
Procedure to follow in case you have an enquiry or complaint
Are you receiving the service that you would expect as a member of the Sanlam Umbrella Fund?The Sanlam Umbrella Fund takes all member concerns seriously and is committed to treating our members fairly.Click here for...