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Skip Navigation LinksRetirement

Retirement Fund Administration

Retirement fund members have increasingly become responsible for planning their own retirement. As a result, they need appropriate solutions and regular encouragement to assess their retirement benefits and other investments.

At Sanlam, retirement fund administration is far more than collecting contributions and paying benefits.

For us, it is about treating our clients’ life earnings with the respect it deserves, because we know what has gone into earning it.

 

 

Why consider this Solutionhttp://www.sanlam.co.za/corporate/retirement/retirementfundadministration/Pages/why-consider-this-solution.aspxWhy consider this SolutionWe administer retirement funds in such a way that each member understands the reason for retirement savings, financial goal setting and investment strategies.Sanlam’s multi-disciplinary retirement fund administration team designs and manages retirement fund plans for more than 350 000 members.http://www.sanlam.co.za/CoZaBannerImages/RA_banner13.jpg?RenditionID=5, /CoZaBannerImages/RA_banner13.jpg?RenditionID=5
Administration Serviceshttp://www.sanlam.co.za/corporate/retirement/retirementfundadministration/Pages/our-administration-model.aspxAdministration ServicesOur retirement fund offering comprises an investment administration and pricing service, member record administration, and fund accounting administration.Our administration model provides for flexibility and is structured on a triangle principle with three dedicated and specialised databases. Our team takes care of every aspect of fund administration – from member communication to death benefit distribution.http://www.sanlam.co.za/CoZaBannerImages/RA_banner18.jpg?RenditionID=5, /CoZaBannerImages/RA_banner18.jpg?RenditionID=5
Supporting Serviceshttp://www.sanlam.co.za/corporate/retirement/retirementfundadministration/supportingservicesSupporting ServicesOur retirement fund services include administering unclaimed benefits, investment administration and pricing, and the drafting and review of fund rules.Our supporting services include, dealing with unclaimed benefits, member and pension communication, an investment administration and pricing service and the drafting and review of fund rules.http://www.sanlam.co.za/CoZaBannerImages/GDP_banner6.jpg?RenditionID=5, /CoZaBannerImages/GDP_banner6.jpg?RenditionID=5
Member and Employer Toolshttp://www.sanlam.co.za/corporate/retirement/retirementfundadministration/Pages/member-and-employer-tools.aspxMember and Employer ToolsSanlam has put together useful tools, like the My Retirement app, for both employers and employees to help them manage their retirement funds more efficiently.Sanlam has put together some tools to help you on your savings journey, to ensure that you reach financial independence. These tools include a video and retirement calculator that is useful for both employers and employees.http://www.sanlam.co.za/CoZaBannerImages/RA_banner2.jpg?RenditionID=5, /CoZaBannerImages/RA_banner2.jpg?RenditionID=5
Sanlam Legacy Beneficiary Fundhttp://www.sanlam.co.za/corporate/retirement/retirementfundadministration/Pages/legacy-beneficiary-fund.aspxSanlam Legacy Beneficiary FundSanlam’s Legacy Beneficiary Fund, designed for minor dependants of deceased members, offers a safe home for transferred benefits that are payable to minors.Sanlam’s Legacy Beneficiary Fund is designed for minor beneficiaries of deceased members. The Fund protects benefits that have been transferred from other retirement funds, thereby offering a secure home for benefits payable to minors.http://www.sanlam.co.za/corporate/retirement/retirementfundadministration/PublishingImages/legacy-beneficiary-fund-banner.jpg?RenditionID=5, /corporate/retirement/retirementfundadministration/PublishingImages/legacy-beneficiary-fund-banner.jpg?RenditionID=5
Sanlam Plus Preservation Fundhttp://www.sanlam.co.za/corporate/retirement/retirementfundadministration/Pages/sanlam-plus-preservation-fund.aspxSanlam Plus Preservation FundWith the Sanlam Plus Preservation Fund, retirement fund benefits can be moved to a pension or provident fund. The Fund offers a competitive cost structure.Under the Sanlam Plus Preservation Fund, retirement fund benefits can be transferred to a pension or provident fund. The Fund offers many key benefits such as a highly competitive cost structure with no initial fees or exit penalties.http://www.sanlam.co.za/corporate/retirement/retirementfundadministration/PublishingImages/sanlam-plus-preservation-fund-banner.jpg?RenditionID=5, /corporate/retirement/retirementfundadministration/PublishingImages/sanlam-plus-preservation-fund-banner.jpg?RenditionID=5
Unclaimed Benefits Fundhttp://www.sanlam.co.za/corporate/retirement/retirementfundadministration/supportingservices/Pages/unclaimed-benefits-Fund.aspxUnclaimed Benefits FundSanlam’s Unclaimed Benefits Funds offer a solution for unclaimed benefits accrued in respect of members, former members, nominees or dependants.Sanlam’s Unclaimed Benefits Pension Preservation and Provident Preservation Funds offer a specialised solution for unclaimed benefits.http://www.sanlam.co.za/CoZaBannerImages/RA_banner12.jpg?RenditionID=5, /CoZaBannerImages/RA_banner12.jpg?RenditionID=5
Investment Administration and Pricing Serviceshttp://www.sanlam.co.za/corporate/retirement/retirementfundadministration/supportingservices/Pages/investment-administration-and-pricing-services.aspxInvestment Administration and Pricing ServicesInvestment administration and pricing form part of our basic services, but they can also be provided as a stand-alone service to a retirement fund if required.Investment Administration acts as the link between the fund’s administrator and asset managers, monitoring and managing cash flows between the service providers.http://www.sanlam.co.za/CoZaBannerImages/RA_banner17.jpg?RenditionID=5, /CoZaBannerImages/RA_banner17.jpg?RenditionID=5
Previously Administered by ACAhttp://www.sanlam.co.za/corporate/retirement/acaPreviously Administered by ACASanlam welcomes members of the ACA Retirement Funds (previously administered by Absa). Use your existing details to sign in or register to become a member.Sanlam welcomes members, employers and intermediaries of the retirement funds administered by ACA.http://www.sanlam.co.za/CoZaBannerImages/FinPlanProcess.jpg?RenditionID=5, /CoZaBannerImages/IndieFin-Banner.jpg?RenditionID=5

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