Skip Ribbon Commands
Skip to main content

Invest

Advice

Service

Invest Online Back

Call me back

Email us

Back

Call me back

Email us

Email us

Skip Navigation LinksRetirement

The Sanlam Umbrella Fund

Empower your employees to take control of their future.

Your company is built on the loyal support, dedication and hard work of good people – everyday employees who work tirelessly without complaint, and deserve to retire comfortably. However, if they haven’t managed their retirement investments effectively, they might not be able to retire well – or even at all. At Sanlam we are constantly developing new tools like the My Retirement app to give individuals control over their retirement investments. Be a true leader, and help your valued employees prepare for the retirement they deserve.

 

 

The Fundhttp://www.sanlam.co.za/institutional/retirement/umbrellafund/Pages/the-fund.aspxThe FundIn 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 Strategieshttp://www.sanlam.co.za/institutional/retirement/umbrellafund/Pages/trustee-approved-default-strategies.aspxFund Investment StrategiesThe 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 Informationhttp://www.sanlam.co.za/institutional/retirement/umbrellafund/Pages/product-information.aspxProduct InformationThe 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 Toolshttp://www.sanlam.co.za/institutional/retirement/umbrellafund/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
The Trustees of the Fundhttp://www.sanlam.co.za/institutional/retirement/umbrellafund/Pages/the-trustees-of-the-fund.aspxThe Trustees of the FundThe 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
Lifestagehttp://www.sanlam.co.za/institutional/retirement/umbrellafund/lifestageLifestageSanlam 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 Innovationhttp://www.sanlam.co.za/institutional/retirement/umbrellafund/Pages/empowering-members-through-innovation.aspxEmpowering Members through InnovationThe 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

Contact Us

For more information on the Sanlam Umbrella Solutions Product Offering, please contact us.
sanlamumbrellafund@sanlaminvestments.com

Invest

Advice

Service

Invest Online Back

Call me back

Email us

Back

Call me back

Email us

Email us

Sanlam Life Insurance is a licensed financial service provider.
Copyright © Sanlam