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Skip Navigation LinksUmbrella Fund

Empowering Members through Innovation

Planning for retirement is a journey that unfolds over many years, but without the necessary insight and knowledge, it can have a very disappointing ending.

The Sanlam Umbrella Fund equips 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. Sanlam provides its members with three innovative tools to help them take control of their financial futures.

Sanlam My Retirement App

Most people have a picture of their retirement in mind – perhaps you’re dreaming of travelling the world, playing golf, or working in your beautiful garden. In order to secure a comfortable retirement and plan for the future, you first need to have clear picture of where you currently stand in terms of your retirement fund.

The Sanlam My Retirement app gives Umbrella Fund Members direct access to valuable information and insights.

  • A view of their current retirement savings and benefits (including risk and insured benefits)
  • A complete overview of the amount of money invested every month
  • Information on the various funds in which the money is invested
  • A wide range of fund performance fact sheets
  • Educational content to help ensure a positive retirement outcome
  • A retirement calculator that provides insight into the current state of the member’s retirement fund

The Sanlam My Retirement app is available for download on Apple and Android, and free of charge to all members. Before downloading the app, be sure to read through the My Retirement App registration document for Members

 

Videos

Sanlam is proud to introduce the My Retirement app – an innovative mobile tool that empowers you to take control of your future and build your own retirement wealth. Planning for retirement has never been this easy, and with the help of our videos and brochures, you’ll be up and running in no time.

 

New Employers: Equip your employees with the tools they need to create sustainable retirement wealth.

Employer Brochure

Existing Employers: Empower your employees to map out their financial journey and prepare for retirement.

Employer Brochure

Intermediaries: Give your clients the only tool they’ll ever need to secure a comfortable retirement.

Intermediary Brochure

Members: Get all your retirement fund data in the palm of your hand, for complete peace of mind.

Member Brochure

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Sanlam Umbrella In-Fund Options

The In-Fund Living Annuity offers you a seamless transition from pre- to post-retirement, and it comes with all the flexibility of a living annuity. With the In-Fund Living Annuity, you don’t need to leave the Fund when you retire and purchase an annuity (pension). Your retirement savings are used to pay you a monthly pension from the Fund. The In-Fund Living Annuity also offers you extremely competitive administration fees and a range of institutionally priced investment portfolios within the trustee-approved investment menu.

There are three solutions to choose from:

  • In Fund Living Annuity: Upon retirement, the member can withdraw a monthly pension from the fund.
  • In Fund Preservation: Should the member leave the fund, they are still able to preserve their investment in the fund until retirement.
  • Phased Retirement: Upon retirement, the member has the option of postponing benefit payment to a later date of their choosing.

Advanced Administration Capability

Our cutting edge administration platform is a proudly South African system that’s designed with our legislative environment in mind. The platform is web based, allowing employers to access a wealth of information, and complete their fund transactions online. In addition, members can view their benefits at any time or switch their own investments online.

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