Sanlam Benchmark Survey 2019
Sanlam Life Insurance Limited (“Sanlam”) offers a range of pooled investment portfolios where retirement funds can access multi-managed, single-managed, active and passive investment strategies. There are no minimum investment requirements to access these pooled investment portfolios and they offer a range of appealing benefits, making them an attractive choice for small, medium or large retirement funds......
SANLAM WINS FIA PRODUCT SUPPLIER OF THE YEAR
Sanlam has been named the 2018 Financial Intermediaries Association of Southern Africa’s (FIA) Employee Benefits Product Supplier of the Year. These awards take place to celebrate the role of advice, acknowledge the product providers who, in the opinion of the members of the FIA, have excelled over the past year in supplying exceptional products and service delivery, The FIA awards provide financial intermediaries the opportunity to recognise product suppliers that consistently deliver exceptional value to clients.
Dawie de Villiers, Chief Executive Officer of Sanlam Employee Benefits, said that the company’s culture and business model is focussed on addressing changing client needs in partnership with intermediaries. “The way our clients want to interact is changing rapidly with technological and generational shifts driving this change. For this reason, we’ve imbedded innovation into our DNA and made a wide range of investments in technology to bring an always-improving offering to our clients and to enable intermediaries to provide informed advice. From the announcement of offering free retirement benefit counselling services to qualifying administration clients to our class leading Retire-Mate platform to the Sanlam My Retirement App, we are able to share real-time information and data between the sponsor, fund, employer, intermediary and member.”
“Our strategy has been to leverage synergies across Sanlam to develop what has been widely recognised as the market leading offering. Intermediaries have played a crucial role in executing this strategy as their input informs how we engage with members. This accolade, I believe, is a reflection of our partnership with intermediaries to help improve financial outcomes for the members of Sanlam funds,” he said.
“We’ve won this award previously and are delighted that the 2018 win represents an affirmation from intermediaries that Sanlam is on the right track in empowering them to add even greater value to our shared clients through our engagement model, service proposition and technological suite.”
De Villiers said that, the role of the intermediary has never been more important than in today’s very tough economic conditions. “Advice across various dimensions is critical to help employers, funds and members achieve better financial outcomes. And advice is what intermediaries do best.”
This app is for members of Retirement Funds administered by Sanlam Employee Benefits. As a member you will have instant access to:
• Your current retirement fund savings and benefits
• A breakdown of where your money is invested
• Access to fund performance fact sheets
• Planning tools that will help ensure a good retirement outcome
• Updating your beneficiaries
• Making new investment choices.
NB This app is NOT for individual Retirement Annuity Policyholders. Individual policyholders should register on Sanlam Client Portal (cp.sanlam.co.za) to access their information online.