Will your pension fund provide adequate advice when you resign or retire?
Retirement benefits counselling, if implemented in the spirit of the legislation, provides the most practical means to empower fund members to make better financial decisions.
Umbrella funds opening up
Umbrella retirement funds will disclose the costs they charge employers and members in a standardised way from March 2019.
Updated Version Of The Sanlam Unity Umbrella Fund Product Guide
We release the March 2018 version of the Sanlam Unity Umbrella Fund Product Guide for the attention of intermediaries. An exciting new enhancement is the Retirement Optimisation Services that is now available for the...
Sanlam Umbrella Fund Joint Forum Update – March 2018
Read the latest information as published in the latest version of the Joint Forum update.
The Sanlam Unity Umbrella Fund 2018 Rate Review and the impact of the VAT increase
The annual rate review for all three underlying funds being the Sanlam Umbrella Pension Fund, the Sanlam Umbrella Provident Fund and the Sanlam Unity Umbrella Fund is now completed. Fees for all participating employers will be adjusted with 15% VAT where applicable.
Stricter rules for the sector will hit smaller funds harder
Read the article “Regulation fuels drastic reduction in stand-alone retirement funds” as published in Moneyweb on 7 March 2018 here. Read the article “Life is about to get tougher for small pension...