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The Fund

Give your employees the financial security they deserve.

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.

Our new-generation Sanlam Umbrella Fund has been designed to provide retirement security, compliance, cost savings and bespoke investment opportunities to meet the needs of every employee and enable them to make better retirement choices.

Why consider the Sanlam Umbrella Fund?

  • To take advantage of the generous tax concessions available
  • To attend to their moral and social obligations towards their employees
  • To attract, motivate and retain skilled employees
  • To prevent cash flow strain in the event of having to make payments to:
    • Retiring employees
    • A disabled employee
    • Dependants on the death of an employee

Sanlam Umbrella Fund Options

As the industry’s most modern retirement umbrella fund, the Sanlam Umbrella Fund provides a structure for employers to offer their employees a flexible retirement savings and competitive insured benefits package.

Administered by Sanlam Employee Benefits, one of South Africa’s leading employee benefits service providers, the options available are:

Sanlam Umbrella Fund in Summary Brochure

Contact Us

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

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