Retirement Fund Administration
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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 SolutionSanlam’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 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 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 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
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
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 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
Unclaimed Benefits Fundhttp://www.sanlam.co.za/corporate/retirement/retirementfundadministration/supportingservices/Pages/unclaimed-benefits-Fund.aspxUnclaimed Benefits FundSanlam’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

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