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Intermediaries

Help your clients and their employees understand the reason for retirement savings and the importance of accumulating money for an old-age pension.

We strive to administer retirement and pension funds in such a way that each member of a fund understand the reason for retirement savings. They will also acknowledge the need for financial goal-setting and investment strategies to ensure their financial independence on the day they retire.

Sanlam Umbrella Fund

The Sanlam Umbrella Fund is a multi-employer pension savings vehicle to businesses. It provides a structure for employers to offer their employees a flexible retirement savings and insured benefits package.

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Retirement Fund Administration

Sanlam Retirement Fund Administration designs and manages retirement fund plans for more than 350 000 members and provides a cost-effective and secure IT platform and communication with members and trustees in compliance with all the laws and regulations.

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Consulting and Actuarial Services

Simeka Consultants & Actuaries provides independent, tailor-made consulting and actuarial solutions and services to trustees and employees relating to their employee benefit arrangement.

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Sanlam Benchmark

The annual Sanlam Benchmark is where the expert findings and insights relating to Sanlam Employee Benefits' Benchmark Survey are delivered.

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Retirement Fund Web

Retirement Fund Web (RFW) – this online tool provides retirement funds, which are administered by Sanlam Employee Benefits, access to state-of-the-art administration processes and member communication. RFW enables clients to streamline their administration, eliminate unnecessary paperwork and have instant access to member information.

www.retirementfundweb.co.za

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