News & information
New Board of Trustees effective 1 March 2020
The Trustees of the Sanlam Umbrella Fund and the Sanlam Unity Umbrella Fund have been announced.
Are you worried about interference in your retirement savings? You should be.
If trustees could not act in the best interests of fund members, then the introduction of prescribed assets could do more harm than good.
SA Sovereign Bonds – Keep the faith and stay the course
A summary of the Medium Term Policy Statement issued by Finance Minister Tito Mboweni issued on 30 October 2019.
What you need to know about pensions offered by retirement funds?
Read the article published in Saturday Star on 10 November 2018 here
Inclusion of Smoothed Bonus Portfolios as a Default Investment Strategy
The Sanlam Umbrella Fund has for many years used Smoothed Bonus Portfolios as a part of our default investment strategies.
A tax-savvy way to use your portfolio in retirement
Know more about tax and retirement portfolios.