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.
The Sanlam Unity Umbrella Fund and the Protection of Personal Information Act (POPIA), 2013 FAQs
On 2 June 2022 we published a comprehensive update on Sanlam Corporate's implementation of the legislation that you can access in this article. In this document we address additional POPIA FAQs.
Nomination of Beneficiaries for Funeral Benefits
Members must complete a Member Beneficiary Nomination form in respect of their group funeral insurance benefit otherwise the benefit will be paid into the member’s estate.
Updated Version of Sanlam Unity Umbrella Fund Product Guide
The July 2022 version of The Sanlam Unity Product Guide has been released. Updates include text refinements and the new Trustee-approved default investment strategy.
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.
Imali Zam Member Education Initiative
The Imali Zam (My Money) Member Education Sessions are aimed at helping members to better understand their savings and benefits. The next Imali Zam Member Education Session is scheduled for 21 July 2022.