Financial Resilience is the ability to withstand events that could negatively affect your income, assets or financial outcomes while still being able to take advantage of opportunities to grow your wealth. In this volatile and unpredictable world, enabling financial resilience is an essential step to crafting a holistic financial strategy for members. This is why Sanlam aims to enable you to deliver financial resilience to your clients by unpacking the impact of regulation that affects all stakeholders in our industry. Through engagement with you, we are collectively working to build a better financial futures for generations to come.
The Sanlam Umbrella Fund is our showpiece of how we have applied this inclusive approach to enable financial resilience. For more information, please visit www.sanlamumbrellafund.co.za.
You will need Adobe Acrobat Reader to view these files. If you don’t have it installed, download a free copy of the software.
Presentation Images have copyright restrictions. For information only, please do not reproduce images in any other form.
We go the extra mile to support every client in their individual financial journey. For more information on member support, download the PDF