Sanlam | Why Hybrid Capital over High Yield?
Why should you consider Hybrid Capital over traditional High Yield investments? Watch as Sanlam’s Peter Doherty, Head of Fixed Income, assesses the fixed income market outlook and explains why Hybrid...
Sanlam 11th May 2021
Freeze on the Standard Lifetime Allowance – points to consider
The Lifetime Allowance was expected to increase this year but it’s been announced that it is frozen until April 2026. Whilst short term this is not material, no increases for the next five tax years...
Sanlam 24th Mar 2021
Budget 2021: 5 reasons to review your clients
While the Budget didn’t yield many surprises, the freezing of tax allowances will have an impact on client. Here are five reasons why it’s a good time to review client tax planning.
Sanlam 23rd Mar 2021
End of tax year – time is ticking
Tax year end is fast approaching. Sanlam outline the important deadlines for sending applications and other top-ups to ensure your clients’ money is invested for this tax year.
Sanlam 22nd Mar 2021
Getting ready for tax year end – simple tax planning ideas
As this tax year draws to a close and we look towards a new one opening, it is time to take stock and ensure that we have utilised all the exemption and allowances permitted giving the most tax effici...
Sanlam 21st Mar 2021
Onshore bonds, a product of the past or a tax wrapper of the future?
Onshore bonds were once the tax wrapper of choice, but in recent years international investment bonds and collective investments have been favoured by many advisers and their clients. But with capital...
Sanlam 15th Mar 2021
A strong outlook for economic growth
A year on from the arrival of a global pandemic, and we finally have reason to feel optimistic again. The government has laid down a roadmap to normal life, and key data indicators are already pointin...
While the Spring Budget didn’t yield as many surprises as predicted, the freezing of all tax allowances will have an impact on clients over the next five years. In addition, ‘Tax Day’ on 23rd March co...
Sanlam 14th Mar 2021
Sanlam 13th Mar 2021
Sanlam 12th Mar 2021
How our investment approach fared in 2020
‘Unprecedented’ was quite rightly the most overused word of 2020. As light starts to flicker at the end of the tunnel, Sanlam CIO Phil Smeaton reflects on an extraordinary period and the lessons learn...
Sanlam 12th Jan 2021
Sanlam investment update - the global hunt for yield
With cash and government bonds offering low returns and equity valuations staying markedly high, where can investors find a reliable yield? CIO Phil Smeaton looks at this question, assessing the benef...
Sanlam 15th Dec 2020
Hybrid capital: Secure income for uncertain times
At a time when developed market government bond yields are close to zero, Peter Doherty discusses how hybrid capital can provide a stable yield and how it compares to traditional asset classes.
Sanlam 8th Dec 2020
US turns green as Biden wins the election
The green economy and global climate change could be the biggest winners as Joe Biden holds his position in the polls and pulls off one of the most divisive presidential elections in recent history.
Sanlam 13th Nov 2020
It was never about the product
Lawerence Cook, Head of UK Intermediary Distribution at Sanlam, takes a closer look at what your clients really value.
Sanlam 29th Oct 2020
The importance of careful stockpicking
Equity prices have recovered remarkably well from the lows of March. But high valuations mean less opportunity for future returns and more risk, so where do we go from here?
Sanlam 13th Oct 2020
Sanlam Multi Asset Range
Our Sanlam multi-asset range is directly invested, using the same investment philosophy and process behind our discretionary portfolios but with lower management costs. This provides your clients acce...
Sanlam 5th Oct 2020
Underweight Fixed Income? Why active beats passive in bonds
Beset by ultra-low rates, many investors are questioning the value of maintaining allocations to traditional fixed income instruments. Against this backdrop, Peter Doherty, head of fixed income, offe...
Sanlam 25th Sep 2020
Protecting the investment interests of your SIPP clients
Writing SIPP business on an ‘insured’ basis rather than a ‘trust’ basis can give clients more protection and peace of mind over the longer-term.
Sanlam 16th Sep 2020
Decumulation – when advice really counts
Sequencing risk and pound cost ravaging are just two factors which highlight the importance of financial advice for clients in decumulation. How can you plan around them?
Sanlam 15th Sep 2020
Decumulation - when your clients need you most
Sequencing risk and pound cost ravaging are just two factors which highlight why financial advice is so important during decumulation.
Six things advisers can do in the wake of COVID-19
The last few weeks have been a testing time for advisers and their clients. Advisers are having to find new ways of working. So, what can they do to make the best of a bad situation?
Sanlam 14th Sep 2020
The winners and losers from COVID-19
Almost every business around the world is affected by COVID-19 in one way or another. While some have been forced to close, others have welcomed a tsunami of new customers. Louis Jamieson, Global Equi...
Sanlam 12th Sep 2020
Managing your investment proposition in today’s challenging world
With so many options now available to deliver an investment proposition, which is best for both your clients and your business? And how can technology help? Lawrence Cook, Head of UK Intermediary Dist...
Sanlam 10th Sep 2020
Decumulation - when financial advice really counts
Sanlam 1st Sep 2020
OneSIPP
When your clients embark on their retirement journey, keeping costs low is key. That’s why we’ve launched a new offer on OneSIPP, our retirement solution. They can now access our full investment exper...
Sanlam 27th Jul 2020
Are we out of the woods yet?
The recovery in equity and fixed income markets over recent weeks has been surprisingly fast. But with market volatility continuing, how confident should investors be feeling?
Sanlam 13th Jul 2020
Sanlam | Sanlam Specialist Investment Services
Underpinned by thorough research and reporting, we lift the burden of investment management administration from your shoulders, while delivering a compliant investment solution that is built around yo...
Sanlam 16th Jun 2020
Sanlam Specialist Investment Services
Sanlam | Multi-strategy
The Sanlam Multi-Strategy Fund is “well positioned for the current environment” says Mike Pinggera, Head of Multi-Strategy at Sanlam. Launched in 2013, the fund is structured to participate when marke...
Sanlam 13th Feb 2020
Sanlam | Real Assets
Launched in August 2018, the Sanlam Real Assets Fund targets income and capital growth through investments in real asset securities which lead fund manager, Mike Pinggera describes as the “pillars of...
Sanlam | Global High Quality
A relentless focus on high quality businesses is one factor that differentiates the multi-award winning Sanlam Global High Quality Fund, says Pieter Fourie, Head of Global Equities.
In focus: investment bonds and collective investments
The age-old debate of offshore bond versus onshore bond versus collective investments continues to rumble on, but there are some key tax considerations and benefits of investment bonds versus collecti...
Sanlam 29th Jan 2020
The global economic outlook for 2020
As we enter a new year and a new decade, Philip Smeaton, Chief Investment Officer at Sanlam, discusses his immediate and longer-term views of the markets, and what it will mean for investors.
Sanlam 9th Jan 2020
Solutions
We offer a range of solutions to complement your own products and services. Whether your clients need more income, are concerned about their tax liabilities or are thinking about retirement, we provid...
Sanlam 4th Dec 2019
Products
We have crafted a wide range of products and services so that you can concentrate on what you do best – spending time advising your clients and helping them put in place a secure financial future for...
December 2019
Having spent much of 2019 worrying about the very real possibility of a global recession, investors are heading into the holiday period feeling slightly more relaxed about the outlook for next year. I...
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