At Sanlam, we understand that each retirement fund member’s profile is unique. That’s why we provide financial solutions that are flexible and can be tailor-made according to each fund’s membership requirements. Our Individual Member Support business unit offers members support and advice through various mediums – from a self-help online retirement planning website to access to a Retirement Benefits Counsellor, we’re here to help members make good decisions, improve their financial goals and reach good retirement outcomes.
This business unit offers individual member support through a variety of channels such as the internet, telephone, email, SMS or face to face. The services on offer include any of the following components:
This website contains valuable educational content that guides members’ decisions through a sequence of steps. A variety of calculators and other useful tools are also available.
Many members benefit from the opportunity to speak to a counsellor about their options on withdrawal or retirement from the fund. This component satisfies the requirements of the default regulations.
Retirement Benefits Counsellors contact and counsel members on certain events as determined by the trustees, for example:
Members who require individual financial advice can be assisted telephonically by a Retirement Benefits Adviser employed by Sanlam Corporate. These are salaried advisers which avoid conflict of interest. The Retirement Benefits Adviser focuses on products offered by the fund to its members in terms of the default regulations. Fees are lower than for traditional alternatives.
With the consent of the trustees, members who require traditional face-to-face financial advice could be referred to financial advisers. These advisers will be in a position to advise members on a wide range of products on the market.
For more information on Individual Member Support, please contact us by completing the form below.