Administration updates
Members may complete their beneficiary nominations online
It is important that members complete a beneficiary nomination form. The Fund now offers another means for members to submit this information.
Access to the Manual on SA Retirement Funds
Sanlam Employee Benefits secured the rights to the Manual on SA Retirement Funds and is making it available to all business associates and stakeholders free of charge.
Time limitation no longer applicable for members joining newly established funds
The twelve month limitation applicable to members joining new established pension or provident funds scrapped as of 1 March 2018.
FSCA (previously FSB) compels boards of funds to make contact with Fund members
Despite a number of projects to obtain member contact details, many members’ details are still not on record yet. Read about why the Trustees regard this as a matter of utmost importance.
Ensure you are using updated benefit claim forms
Employers are encouraged to use the Retirement Fund Web for the processing of all claims.
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...