| The Fund | | http://www.sanlam.co.za/corporate/retirement/umbrellafund/Pages/the-fund.aspx | The Fund | With the Sanlam Umbrella Fund, you can offer valuable member benefits, like retirement and risk benefits, to meet the savings needs of each of your employees. | | | In an environment characterised by poor decisions for retirement and consumption-driven debt, more employers are recognising the value of providing their employees with a means to save for retirement. | | http://www.sanlam.co.za/CoZaBannerImages/RA_TheFund.jpg?RenditionID=5, /CoZaBannerImages/RA_TheFund.jpg?RenditionID=5 | | |
| Fund Investment Strategies | | http://www.sanlam.co.za/corporate/retirement/umbrellafund/Pages/trustee-approved-default-strategies.aspx | Fund Investment Strategies | With a Sanlam Umbrella Fund solution, employers have the option to decide on suitable investment funds and options, such as retirement fund investments. | | | The Sanlam Umbrella Fund offers extensive investment strategies that aim to meet each member’s savings requirement, working towards either the normal retirement age or a planned retirement age. | | http://www.sanlam.co.za/CoZaBannerImages/RA_FundInvestmentStratgies.jpg?RenditionID=5, /CoZaBannerImages/RA_FundInvestmentStratgies.jpg?RenditionID=5 | | |
| Product Information | | http://www.sanlam.co.za/corporate/retirement/umbrellafund/Pages/product-information.aspx | Product Information | The Sanlam Umbrella Fund has brought the future forward with pioneering and industry-leading In-Fund options, like an In-Fund annuity and a preservation fund. | | | The Sanlam Umbrella Fund ensures that clients are provided with the most accurate and up-to-date product information available. | | http://www.sanlam.co.za/CoZaBannerImages/RA_IntermediaryRoadshow.jpg?RenditionID=5, http://www.sanlam.co.za/CoZaBannerImages/RA_IntermediaryRoadshow.jpg?RenditionID=5 | | |
| Member and Employer Tools | | http://www.sanlam.co.za/corporate/retirement/umbrellafund/Pages/member-and-employer-tools.aspx | Member and Employer Tools | Our member communication tools can aid with the onboarding of new staff, while our individual member support can help determine how much to save for retirement. | | | 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 | | |
| The Trustees of the Fund | | http://www.sanlam.co.za/corporate/retirement/umbrellafund/Pages/the-trustees-of-the-fund.aspx | The Trustees of the Fund | The Sanlam Umbrella Fund is managed by trustees. At the AGM, clients have the chance to question trustees and sponsors on the Fund and related investment funds. | | | The Sanlam Umbrella Fund is managed by a board of six trustees – three of which are appointed by Sanlam, and the remaining three elected by the member representatives from a panel of suitably qualified independent industry professionals. | | http://www.sanlam.co.za/CoZaBannerImages/RA_TrusteesoftheFund.jpg?RenditionID=5, /CoZaBannerImages/RA_TrusteesoftheFund.jpg?RenditionID=5 | | |
| Lifestage | | http://www.sanlam.co.za/corporate/retirement/umbrellafund/lifestage | Lifestage | Sanlam Lifestage provides member benefits, along with a holistic solution regarding investment funds, which remain suitable throughout the retirement journey. | | | Sanlam Lifestage provides members with a holistic investment solution that remains suitable throughout their retirement journey, to ensure a smooth transition from employment to retirement. | | http://www.sanlam.co.za/CoZaBannerImages/UmbrellaFund_lifestage2.jpg?RenditionID=5, /CoZaBannerImages/UmbrellaFund_lifestage2.jpg?RenditionID=5 | | |
| Empowering Members through Innovation | | http://www.sanlam.co.za/corporate/retirement/umbrellafund/Pages/empowering-members-through-innovation.aspx | Empowering Members through Innovation | In-Fund annuity options, retirement benefit counselling and member communication are part of Sanlam’s Umbrella Fund options, to help ensure a comfy retirement. | | | The Sanlam Umbrella Fund provides members with a range of tools and calculators to support them through every stage of the retirement planning journey – from day one of employment to day one of retirement. | | http://www.sanlam.co.za/CoZaBannerImages/RA_banner2.jpg?RenditionID=5, /CoZaBannerImages/RA_banner2.jpg?RenditionID=5 | | |
| Achievements | | http://www.sanlam.co.za/corporate/Pages/achievements.aspx | Achievements | Sanlam makes employee benefits a top priority. This includes our umbrella fund solutions, group life and disability benefits, retirement funds, and more. | | | At Sanlam, we strive to provide the best employee benefits by being a leader in our industry. Sanlam administrators are of South Africa’s most experienced employee benefits and investment teams and our multiple awards prove it. | | http://www.sanlam.co.za/CoZaBannerImages/ProfessionalsInsurance_LifeInsurance.jpg?RenditionID=5, /CoZaBannerImages/ProfessionalsInsurance_LifeInsurance.jpg?RenditionID=5 | | |
| Data Protection and Privacy | | http://www.sanlam.co.za/corporate/retirement/umbrellafund/Pages/data-protection-and-privacy.aspx | Data Protection and Privacy | The Sanlam Umbrella Fund is committed to acting in accordance with POPIA and any other data protection laws. All personal data will be treated accordingly. | | | The Fund is committed to ensuring that all personal information will be processed in a responsible manner that does not unjustifiably infringe the privacy of any member or Fund Officer. | | http://www.sanlam.co.za/CoZaBannerImages/data-protection-banner.jpg?RenditionID=5, /CoZaBannerImages/data-protection-banner.jpg?RenditionID=5 | | |