Trustee-related updates
Why we require members contact details
The 24th Benchmark Survey once again revealed that more needs to be done to ensure members are empowered and are frequently reviewing their retirement savings position.Read more…
Centralised Joint Forum meetings for mini-funds
It is a governance requirement of the Sanlam Futura Umbrella Retirement Fund for each participating employer to establish a Joint Forum comprising employer and member representatives. A Centralised Joint Forum meeting...
Board of Trustees
2016 marked a change in the Board of Trustees after the election which took place during 2015. Since the start of the new year, one of the sponsor-appointed trustees resigned, thus Jolly Mokorosi was appointed and...
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...
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...
2015 Annual General Meeting
The Sanlam Umbrella Fund once again held a very successful AGM on 2 September, in Cape Town, and 8 September in Johannesburg.The presenters addressed relevant content regarding the progress of the Sanlam Umbrella Fund,...